AMG
OKTA icon

Advisors Management Group’s Okta OKTA Stock Holding History

Advisors Management Group’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 		$3.14M Sell
23,027
-1,354
-6% -$127K 0.52% 51
2026
Q1 		$1.92M Sell
24,381
-3,658
-13% -$304K 0.35% 67
2025
Q4 		$2.42M Buy
28,039
+1,914
+7% +$167K 0.44% 59
2025
Q3 		$2.4M Buy
26,125
+4,618
+21% +$431K 0.42% 62
2025
Q2 		$2.15M Buy
21,507
+9,090
+73% +$971K 0.4% 64
2025
Q1 		$1.31M Buy
12,417
+145
+1% +$14.2K 0.28% 75
2024
Q4 		$967K Buy
12,272
+514
+4% +$39.8K 0.23% 82
2024
Q3 		$874K Buy
11,758
+2,871
+32% +$251K 0.21% 83
2024
Q2 		$832K Buy
+8,887
New +$841K 0.21% 84

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisors Management Group's OKTA Position: Q2 2026 in Review

Advisors Management Group reduced its Okta (OKTA) stake by 5.6% in Q2 2026, selling an estimated $127K and leaving 23,027 shares worth $3.14M. The position accounts for 0.52% of the portfolio, ranked #51.

Advisors Management Group first reported a position in OKTA in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Advisors Management Group held 23,027 shares of Okta worth $3.14M as of Q2 2026.
  • Advisors Management Group sold 1,354 Okta shares in Q2 2026, an estimated $127K.
  • Okta made up 0.52% of Advisors Management Group's portfolio in Q2 2026, its #51 holding.
  • Advisors Management Group first reported a position in Okta in Q2 2024 and has held it in 9 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.