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Y.D. More Investments’s Okta OKTA Stock Holding History

Y.D. More Investments’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 		$1.14M Sell
14,471
-1,419
-9% -$118K 0.04% 108
2025
Q4 		$1.37M Sell
15,890
-14,954
-48% -$1.3M 0.07% 106
2025
Q3 		$2.86M Sell
30,844
-751
-2% -$70.1K 0.16% 69
2025
Q2 		$3.13M Buy
31,595
+17,140
+119% +$1.83M 0.22% 64
2025
Q1 		$1.29M Buy
14,455
+319
+2% +$31.2K 0.11% 101
2024
Q4 		$1.11M Sell
14,136
-230
-2% -$17.8K 0.1% 106
2024
Q3 		$1.34M Sell
14,366
-1,257
-8% -$110K 0.14% 97
2024
Q2 		$1.46M Buy
15,623
+3,369
+27% +$319K 0.15% 84
2024
Q1 		$1.28M Sell
12,254
-927
-7% -$85.5K 0.23% 77
2023
Q4 		$949K Sell
13,181
-12,497
-49% -$953K 0.18% 78
2023
Q3 		$2.13M Buy
25,678
+1,415
+6% +$107K 0.41% 48
2023
Q2 		$1.68M Buy
24,263
+2,373
+11% +$180K 0.39% 41
2023
Q1 		$1.89M Buy
21,890
+2,555
+13% +$194K 0.43% 34
2022
Q4 		$1.32M Buy
+19,335
New +$1.1M 0.32% 55

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

Y.D. More Investments's OKTA Position: Q1 2026 in Review

Y.D. More Investments reduced its Okta (OKTA) stake by 8.9% in Q1 2026, selling an estimated $118K and leaving 14,471 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #108.

Y.D. More Investments first reported a position in OKTA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.13M in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Y.D. More Investments held 14,471 shares of Okta worth $1.14M as of Q1 2026.
  • Y.D. More Investments sold 1,419 Okta shares in Q1 2026, an estimated $118K.
  • Okta made up 0.04% of Y.D. More Investments's portfolio in Q1 2026, its #108 holding.
  • Y.D. More Investments first reported a position in Okta in Q4 2022 and has held it in 14 quarters since.
  • Y.D. More Investments's Okta position peaked at $3.13M in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.