Wells Fargo’s Okta OKTA Stock Holding History

Wells Fargo’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
2025 Q2	–	Sell	-425,800	Closed	-$44.8M	–	7299
2025 Q1	$44.8M	Sell	425,800 -875,800	-67%	-$85.5M	0.01%	871
2024 Q4	$103M	Buy	1,301,600 +501,600	+63%	+$38.9M	0.02%	530
2024 Q3	$59.5M	Hold	800,000	–	–	0.01%	733
2024 Q2	$74.9M	Hold	800,000	–	–	0.02%	599
2024 Q1	$83.7M	Hold	800,000	–	–	0.02%	555
2023 Q4	$72.4M	Buy	+800,000	New	+$61M	0.02%	585
2022 Q4	–	Sell	-70,000	Closed	-$3.98M	–	7637
2022 Q3	$3.98M	Buy	70,000 +69,300	+9,900%	+$5.96M	﹤0.01%	2172
2022 Q2	$63K	Sell	700 -2,900	-81%	-$313K	﹤0.01%	4915
2022 Q1	$543K	Buy	+3,600	New	+$645K	﹤0.01%	4344
2020 Q4	–	Sell	-17,900	Closed	-$134K	–	6848
2020 Q3	$134K	Buy	+17,900	New	+$3.73M	﹤0.01%	5147
2019 Q1	–	Sell	-6,300	Closed	-$20K	–	6330
2018 Q4	$20K	Buy	+6,300	New	+$373K	﹤0.01%	5780

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's OKTA Position: Q1 2026 in Review

Wells Fargo increased its Okta (OKTA) stake by 40% in Q1 2026, buying an estimated $16.9M and bringing the position to 717,108 shares worth $56.4M. The position accounts for 0.01% of the portfolio, ranked #896.

Wells Fargo first reported a position in OKTA in Q2 2017 and has held it in 36 quarters since. The position peaked at $147M in Q3 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Wells Fargo held 717,108 shares of Okta worth $56.4M as of Q1 2026.
Wells Fargo bought 203,951 Okta shares in Q1 2026, an estimated $16.9M.
Okta made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #896 holding.
Wells Fargo first reported a position in Okta in Q2 2017 and has held it in 36 quarters since.
Wells Fargo's Okta position peaked at $147M in Q3 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.