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Virtus Investment Advisers’s Okta OKTA Stock Holding History

Virtus Investment Advisers’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,357
Closed -$1.85M – 480
2025
Q4 		$1.85M Buy
+21,357
New +$1.86M 0.5% 71
2025
Q3 		– Sell
-13,406
Closed -$1.34M – 469
2025
Q2 		$1.34M Buy
+13,406
New +$1.43M 0.45% 124

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Virtus Investment Advisers's OKTA Position: Q1 2026 in Review

Virtus Investment Advisers sold out of Okta (OKTA) in Q1 2026, closing a stake of 21,357 shares — an estimated $1.85M sold.

Virtus Investment Advisers first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $1.85M in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Virtus Investment Advisers reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 21,357 Okta shares in Q1 2026, an estimated $1.85M.
  • Virtus Investment Advisers first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • Virtus Investment Advisers's Okta position peaked at $1.85M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.