Advisor OS
OKTA icon

Advisor OS’s Okta OKTA Stock Holding History

Advisor OS’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 		$307K Buy
+1,467
New +$232K 0.02% 429

Other funds holding OKTA

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Advisor OS's OKTA Position: Q3 2026 in Review

Advisor OS opened a new position in Okta (OKTA) in Q3 2026: 1,467 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

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

  • Advisor OS held 1,467 shares of Okta worth $307K as of Q3 2026.
  • Okta was a new Advisor OS position in Q3 2026.
  • Okta made up 0.02% of Advisor OS's portfolio in Q3 2026, its #429 holding.
  • 440 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.