3 Factor Indexing’s Okta OKTA Stock Holding History

3 Factor Indexing’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 Q2	–	Sell	-1	Closed	-$79	–	463
2026 Q1	$79	Buy	+1	New	+$83	﹤0.01%	431

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

3 Factor Indexing's OKTA Position: Q2 2026 in Review

3 Factor Indexing sold out of Okta (OKTA) in Q2 2026, closing a stake of 1 share — an estimated $79 sold.

3 Factor Indexing first reported a position in OKTA in Q1 2026 and held it in 1 quarter. The position peaked at $79 in Q1 2026. 774 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

3 Factor Indexing reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
3 Factor Indexing sold 1 Okta share in Q2 2026, an estimated $79.
3 Factor Indexing first reported a position in Okta in Q1 2026 and held it in 1 quarter.
3 Factor Indexing's Okta position peaked at $79 in Q1 2026.
774 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.