Wellington Management Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141M | Buy |
1,796,056
+1,784,296
| +15,173% | +$148M | 0.03% | 458 |
|
|
2025
Q4 | $1.02M | Sell |
11,760
-20,438
| -63% | -$1.78M | ﹤0.01% | 1714 |
|
|
2025
Q3 | $2.95M | Sell |
32,198
-5,700
| -15% | -$532K | ﹤0.01% | 1556 |
|
|
2025
Q2 | $3.79M | Buy |
37,898
+24,099
| +175% | +$2.57M | ﹤0.01% | 1441 |
|
|
2025
Q1 | $1.45M | Sell |
13,799
-20,243
| -59% | -$1.98M | ﹤0.01% | 1625 |
|
|
2024
Q4 | $2.68M | Buy |
34,042
+13,869
| +69% | +$1.08M | ﹤0.01% | 1502 |
|
|
2024
Q3 | $1.5M | Sell |
20,173
-2,305
| -10% | -$201K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $2.1M | Buy |
22,478
+13,515
| +151% | +$1.28M | ﹤0.01% | 1503 |
|
|
2024
Q1 | $938K | Sell |
8,963
-16,091
| -64% | -$1.48M | ﹤0.01% | 1702 |
|
|
2023
Q4 | $2.27M | Sell |
25,054
-3,230,748
| -99% | -$246M | ﹤0.01% | 1464 |
|
|
2023
Q3 | $265M | Sell |
3,255,802
-1,867,503
| -36% | -$142M | 0.05% | 310 |
|
|
2023
Q2 | $355M | Buy |
5,123,305
+112,343
| +2% | +$8.53M | 0.07% | 272 |
|
|
2023
Q1 | $432M | Buy |
5,010,962
+408,359
| +9% | +$31.1M | 0.09% | 226 |
|
|
2022
Q4 | $314M | Buy |
4,602,603
+501,235
| +12% | +$28.6M | 0.06% | 287 |
|
|
2022
Q3 | $233M | Sell |
4,101,368
-38,170
| -0.9% | -$3.28M | 0.05% | 341 |
|
|
2022
Q2 | $374M | Buy |
4,139,538
+2,681,301
| +184% | +$290M | 0.08% | 233 |
|
|
2022
Q1 | $220M | Buy |
1,458,237
+1,424,992
| +4,286% | +$255M | 0.04% | 393 |
|
|
2021
Q4 | $7.45M | Buy |
33,245
+30,471
| +1,098% | +$7.26M | ﹤0.01% | 1349 |
|
|
2021
Q3 | $658K | Buy |
+2,774
| New | +$689K | ﹤0.01% | 1862 |
|
|
2020
Q3 | – | Sell |
-11,285
| Closed | -$2.26M | – | 1959 |
|
|
2020
Q2 | $2.26M | Sell |
11,285
-18,628
| -62% | -$3.16M | ﹤0.01% | 1343 |
|
|
2020
Q1 | $3.66M | Sell |
29,913
-161
| -0.5% | -$20.2K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $3.47M | Sell |
30,074
-26,350
| -47% | -$3.03M | ﹤0.01% | 1417 |
|
|
2019
Q3 | $5.56M | Sell |
56,424
-8,330
| -13% | -$1.04M | ﹤0.01% | 1315 |
|
|
2019
Q2 | $8M | Sell |
64,754
-46,199
| -42% | -$5.01M | ﹤0.01% | 1274 |
|
|
2019
Q1 | $9.18M | Buy |
110,953
+27,824
| +33% | +$2.2M | ﹤0.01% | 1230 |
|
|
2018
Q4 | $5.3M | Buy |
83,129
+16,796
| +25% | +$995K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $4.67M | Sell |
66,333
-1,555,825
| -96% | -$92.6M | ﹤0.01% | 1499 |
|
|
2018
Q2 | $81.7M | Sell |
1,622,158
-940,647
| -37% | -$44.8M | 0.02% | 649 |
|
|
2018
Q1 | $102M | Buy |
2,562,805
+447,189
| +21% | +$14.9M | 0.02% | 568 |
|
|
2017
Q4 | $54.2M | Buy |
2,115,616
+1,866,407
| +749% | +$52.2M | 0.01% | 749 |
|
|
2017
Q3 | $7.03M | Buy |
+249,209
| New | +$6.32M | ﹤0.01% | 1378 |
|
Other funds holding OKTA
VPM
VCM
Wellington Management Group's OKTA Position: Q1 2026 in Review
Wellington Management Group increased its Okta (OKTA) stake by 15,173% in Q1 2026, buying an estimated $148M and bringing the position to 1,796,056 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #458.
Wellington Management Group first reported a position in OKTA in Q3 2017 and has held it in 31 quarters since. The position peaked at $432M in Q1 2023. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Wellington Management Group held 1,796,056 shares of Okta worth $141M as of Q1 2026.
- Wellington Management Group bought 1,784,296 Okta shares in Q1 2026, an estimated $148M.
- Okta made up 0.03% of Wellington Management Group's portfolio in Q1 2026, its #458 holding.
- Wellington Management Group first reported a position in Okta in Q3 2017 and has held it in 31 quarters since.
- Wellington Management Group's Okta position peaked at $432M in Q1 2023.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.