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Advisornet Financial’s Okta OKTA Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-100
Closed -$9.17K – 2323
2025
Q3 		$9.17K Buy
+100
New +$9.34K ﹤0.01% 1543

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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. 417 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.
  • 417 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.