Winnow Wealth’s Okta OKTA Stock Holding History

Winnow Wealth’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	–	Sell	-1	Closed	-$87	–	427
2025 Q4	$87	Sell	1 -3	-75%	-$262	﹤0.01%	561
2025 Q3	$368	Buy	+4	New	+$373	﹤0.01%	490
2025 Q2	–	Sell	-5	Closed	-$471	–	518
2025 Q1	$471	Buy	5 +1	+25%	+$98	﹤0.01%	511
2024 Q4	$239	Buy	+4	New	+$310	﹤0.01%	562

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

Winnow Wealth's OKTA Position: Q1 2026 in Review

Winnow Wealth sold out of Okta (OKTA) in Q1 2026, closing a stake of 1 share — an estimated $87 sold.

Winnow Wealth first reported a position in OKTA in Q4 2024 and held it in 4 quarters. The position peaked at $471 in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Winnow Wealth reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 Okta share in Q1 2026, an estimated $87.
Winnow Wealth first reported a position in Okta in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Okta position peaked at $471 in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.