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Rothwell Investment Advisors, LLC’s Okta OKTA Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$292K Buy
+1,394
New +$221K 0.16% 130

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OKTA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Okta (OKTA) in Q3 2026: 1,394 shares worth $292K. The stake represents 0.16% of the portfolio and ranks #130 among its holdings.

479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 1,394 shares of Okta worth $292K as of Q3 2026.
  • Okta was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Okta made up 0.16% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #130 holding.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.