Advisornet Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.05K | Buy |
37
+2
| +6% | +$188 | ﹤0.01% | 1762 |
|
|
2026
Q1 | $2.75K | Buy |
+35
| New | +$2.9K | ﹤0.01% | 1857 |
|
|
2025
Q4 | – | Sell |
-103
| Closed | -$9.45K | – | 2324 |
|
|
2025
Q3 | $9.45K | Sell |
103
-602
| -85% | -$56.2K | ﹤0.01% | 1534 |
|
|
2025
Q2 | $70.5K | Buy |
705
+615
| +683% | +$65.7K | ﹤0.01% | 877 |
|
|
2025
Q1 | $9.47K | Buy |
90
+82
| +1,025% | +$8.01K | ﹤0.01% | 1431 |
|
|
2024
Q4 | $630 | Buy |
8
+4
| +100% | +$310 | ﹤0.01% | 1731 |
|
|
2024
Q3 | $297 | Hold |
4
| – | – | ﹤0.01% | 2077 |
|
|
2024
Q2 | $374 | Sell |
4
-10
| -71% | -$947 | ﹤0.01% | 1975 |
|
|
2024
Q1 | $1.47K | Sell |
14
-12
| -46% | -$1.11K | ﹤0.01% | 1659 |
|
|
2023
Q4 | $2.35K | Buy |
26
+6
| +30% | +$458 | ﹤0.01% | 1673 |
|
|
2023
Q3 | $1.63K | Sell |
20
-62
| -76% | -$4.7K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $5.69K | Sell |
82
-5
| -6% | -$380 | ﹤0.01% | 1475 |
|
|
2023
Q1 | $7.5K | Buy |
87
+2
| +2% | +$152 | ﹤0.01% | 1385 |
|
|
2022
Q4 | $5.81K | Buy |
85
+26
| +44% | +$1.49K | ﹤0.01% | 1436 |
|
|
2022
Q3 | $3K | Sell |
59
-76
| -56% | -$6.54K | ﹤0.01% | 1620 |
|
|
2022
Q2 | $12K | Sell |
135
-5,086
| -97% | -$549K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $788K | Buy |
5,221
+857
| +20% | +$154K | 0.05% | 292 |
|
|
2021
Q4 | $978K | Sell |
4,364
-28
| -0.6% | -$6.67K | 0.06% | 268 |
|
|
2021
Q3 | $1.04M | Buy |
4,392
+15
| +0.3% | +$3.72K | 0.07% | 229 |
|
|
2021
Q2 | $1.07M | Buy |
4,377
+367
| +9% | +$88.6K | 0.07% | 241 |
|
|
2021
Q1 | $884K | Buy |
4,010
+340
| +9% | +$85.4K | 0.06% | 260 |
|
|
2020
Q4 | $933K | Sell |
3,670
-175
| -5% | -$41.6K | 0.08% | 231 |
|
|
2020
Q3 | $822K | Sell |
3,845
-1,490
| -28% | -$311K | 0.07% | 244 |
|
|
2020
Q2 | $1.07M | Sell |
5,335
-126
| -2% | -$21.4K | 0.09% | 204 |
|
|
2020
Q1 | $668K | Sell |
5,461
-431
| -7% | -$54.1K | 0.06% | 251 |
|
|
2019
Q4 | $680K | Buy |
5,892
+710
| +14% | +$81.7K | 0.06% | 285 |
|
|
2019
Q3 | $510K | Sell |
5,182
-791
| -13% | -$98.8K | 0.05% | 329 |
|
|
2019
Q2 | $738K | Sell |
5,973
-224
| -4% | -$24.3K | 0.08% | 239 |
|
|
2019
Q1 | $513K | Sell |
6,197
-883
| -12% | -$69.9K | 0.06% | 274 |
|
|
2018
Q4 | $452K | Buy |
7,080
+2,215
| +46% | +$131K | 0.06% | 261 |
|
|
2018
Q3 | $342K | Buy |
4,865
+4,765
| +4,765% | +$284K | 0.04% | 323 |
|
|
2018
Q2 | $5K | Sell |
100
-200
| -67% | -$9.52K | ﹤0.01% | 1284 |
|
|
2018
Q1 | $12K | Buy |
+300
| New | +$10K | ﹤0.01% | 1058 |
|
Other funds holding OKTA
Advisornet Financial's OKTA Position: Q2 2026 in Review
Advisornet Financial increased its Okta (OKTA) stake by 5.7% in Q2 2026, buying an estimated $188 and bringing the position to 37 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.
Advisornet Financial first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.07M in Q2 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Advisornet Financial held 37 shares of Okta worth $5.05K as of Q2 2026.
- Advisornet Financial bought 2 Okta shares in Q2 2026, an estimated $188.
- Okta made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1762 holding.
- Advisornet Financial first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
- Advisornet Financial's Okta position peaked at $1.07M in Q2 2021.
- 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.