VFM
OKTA icon

Vision Financial Markets’s Okta OKTA Stock Holding History

Vision Financial Markets’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 		$237 Hold
3
– – ﹤0.01% 393
2025
Q4 		$260 Hold
3
– – ﹤0.01% 376
2025
Q3 		$276 Hold
3
– – ﹤0.01% 400
2025
Q2 		$300 Hold
3
– – ﹤0.01% 396
2025
Q1 		$316 Buy
+3
New +$293 ﹤0.01% 383

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

Vision Financial Markets's OKTA Position: Q1 2026 in Review

Vision Financial Markets held its Okta (OKTA) position steady in Q1 2026 at 3 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Vision Financial Markets first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $316 in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Vision Financial Markets held 3 shares of Okta worth $237 as of Q1 2026.
  • Vision Financial Markets left its Okta share count unchanged in Q1 2026.
  • Okta made up ﹤0.01% of Vision Financial Markets's portfolio in Q1 2026, its #393 holding.
  • Vision Financial Markets first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • Vision Financial Markets's Okta position peaked at $316 in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.