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Westside Investment Management’s Okta OKTA Stock Holding History

Westside Investment Management’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 		$33.3K Hold
415
– – 0.01% 702
2025
Q4 		$34.7K Hold
415
– – 0.01% 663
2025
Q3 		$38.1K Buy
415
+193
+87% +$18K 0.01% 641
2025
Q2 		$21.9K Buy
222
+193
+666% +$20.6K ﹤0.01% 653
2025
Q1 		$3.04K Hold
29
– – ﹤0.01% 851
2024
Q4 		$2.29K Hold
29
– – ﹤0.01% 885
2024
Q3 		$2.65K Hold
29
– – ﹤0.01% 870
2024
Q2 		$2.71K Hold
29
– – ﹤0.01% 844
2024
Q1 		$3K Hold
29
– – ﹤0.01% 792
2023
Q4 		$2.63K Buy
+29
New +$2.21K ﹤0.01% 770

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

Westside Investment Management's OKTA Position: Q1 2026 in Review

Westside Investment Management held its Okta (OKTA) position steady in Q1 2026 at 415 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #702.

Westside Investment Management first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.1K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Westside Investment Management held 415 shares of Okta worth $33.3K as of Q1 2026.
  • Westside Investment Management left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #702 holding.
  • Westside Investment Management first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
  • Westside Investment Management's Okta position peaked at $38.1K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.