BSC
OKTA icon

BOLTON SECURITIES CORPORATION’s Okta OKTA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$9.05K Buy
+115
New +$9.5K ﹤0.01% 1644
2025
Q3 		$20.4K Buy
+222
New +$20.7K ﹤0.01% 1375
2025
Q1 		$213K Buy
+2,022
New +$197K 0.01% 680

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OKTA Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Okta (OKTA) in Q1 2026: 115 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in OKTA as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in OKTA in Q1 2025 and has held it in 3 quarters since. The position peaked at $213K in Q1 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 115 shares of Okta worth $9.05K as of Q1 2026.
  • Okta was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Okta made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1644 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Okta in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Okta position peaked at $213K in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.