Winton Group’s Okta OKTA Stock Holding History

Winton Group’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	$6M	Buy	+76,183	New	+$6.32M	0.21%	130
2025 Q3	–	Sell	-18,000	Closed	-$1.8M	–	944
2025 Q2	$1.8M	Buy	+18,000	New	+$1.92M	0.09%	269
2025 Q1	–	Sell	-28,478	Closed	-$2.24M	–	763
2024 Q4	$2.24M	Buy	+28,478	New	+$2.21M	0.15%	150
2024 Q3	–	Sell	-24,256	Closed	-$2.27M	–	734
2024 Q2	$2.27M	Buy	+24,256	New	+$2.3M	0.15%	110
2021 Q2	–	Sell	-1,761	Closed	-$388K	–	1491
2021 Q1	$388K	Buy	1,761 +860	+95%	+$216K	0.02%	1018
2020 Q4	$229K	Sell	901 -2,696	-75%	-$641K	0.02%	1143
2020 Q3	$769K	Sell	3,597 -20,755	-85%	-$4.33M	0.03%	932
2020 Q2	$4.88M	Sell	24,352 -24,026	-50%	-$4.08M	0.13%	219
2020 Q1	$5.92M	Sell	48,378 -61,127	-56%	-$7.67M	0.16%	185
2019 Q4	$12.6M	Buy	109,505 +106,333	+3,352%	+$12.2M	0.18%	154
2019 Q3	$312K	Buy	+3,172	New	+$396K	﹤0.01%	1267

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

Winton Group's OKTA Position: Q1 2026 in Review

Winton Group opened a new position in Okta (OKTA) in Q1 2026: 76,183 shares worth $6M. The stake represents 0.21% of the portfolio and ranks #130 among its holdings. This is a return to the name: Winton Group previously reported a position in OKTA as recently as Q2 2025.

Winton Group first reported a position in OKTA in Q3 2019 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2019. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Winton Group held 76,183 shares of Okta worth $6M as of Q1 2026.
Okta was a new Winton Group position in Q1 2026.
Okta made up 0.21% of Winton Group's portfolio in Q1 2026, its #130 holding.
Winton Group first reported a position in Okta in Q3 2019 and has held it in 11 quarters since.
Winton Group's Okta position peaked at $12.6M in Q4 2019.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.