Align Financial’s Okta OKTA Stock Holding History

Align 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
2026 Q3	$836	Buy	+4	New	+$633	﹤0.01%	420

Other funds holding OKTA

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Align Financial's OKTA Position: Q3 2026 in Review

Align Financial opened a new position in Okta (OKTA) in Q3 2026: 4 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings.

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

Align Financial held 4 shares of Okta worth $836 as of Q3 2026.
Okta was a new Align Financial position in Q3 2026.
Okta made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #420 holding.
150 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.