Wealthfront Advisers
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Wealthfront Advisers’s Okta OKTA Stock Holding History

Wealthfront 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 		$608K Sell
7,729
-2,744
-26% -$228K ﹤0.01% 797
2025
Q4 		$906K Buy
10,473
+1,057
+11% +$92.2K ﹤0.01% 724
2025
Q3 		$863K Buy
9,416
+938
+11% +$87.6K ﹤0.01% 723
2025
Q2 		$848K Sell
8,478
-333
-4% -$35.6K ﹤0.01% 715
2025
Q1 		$927K Buy
8,811
+2,211
+34% +$216K ﹤0.01% 674
2024
Q4 		$520K Buy
6,600
+659
+11% +$51.1K ﹤0.01% 772
2024
Q3 		$442K Sell
5,941
-16,409
-73% -$1.43M ﹤0.01% 783
2024
Q2 		$2.09M Sell
22,350
-1,027
-4% -$97.2K 0.01% 472
2024
Q1 		$2.45M Sell
23,377
-3,320
-12% -$306K 0.01% 439
2023
Q4 		$2.42M Buy
26,697
+18,490
+225% +$1.41M 0.01% 415
2023
Q3 		$669K Buy
8,207
+2,523
+44% +$191K ﹤0.01% 634
2023
Q2 		$394K Sell
5,684
-379
-6% -$28.8K ﹤0.01% 725
2023
Q1 		$523K Sell
6,063
-861
-12% -$65.5K ﹤0.01% 651
2022
Q4 		$473K Buy
+6,924
New +$395K ﹤0.01% 639
2022
Q3 		– Sell
-5,623
Closed -$508K – 781
2022
Q2 		$508K Buy
5,623
+3,682
+190% +$398K ﹤0.01% 587
2022
Q1 		$293K Buy
+1,941
New +$348K ﹤0.01% 714
2021
Q4 		– Sell
-2,974
Closed -$706K – 770
2021
Q3 		$706K Buy
2,974
+275
+10% +$68.3K ﹤0.01% 516
2021
Q2 		$660K Buy
+2,699
New +$651K ﹤0.01% 482

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

Wealthfront Advisers's OKTA Position: Q1 2026 in Review

Wealthfront Advisers reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $228K and leaving 7,729 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Wealthfront Advisers first reported a position in OKTA in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Wealthfront Advisers held 7,729 shares of Okta worth $608K as of Q1 2026.
  • Wealthfront Advisers sold 2,744 Okta shares in Q1 2026, an estimated $228K.
  • Okta made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #797 holding.
  • Wealthfront Advisers first reported a position in Okta in Q2 2021 and has held it in 18 quarters since.
  • Wealthfront Advisers's Okta position peaked at $2.45M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.