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Allworth Financial’s Okta OKTA Stock Holding History

Allworth 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
Q2 		$410K Buy
3,005
+1,015
+51% +$95.5K ﹤0.01% 1087
2026
Q1 		$157K Sell
1,990
-360
-15% -$29.9K ﹤0.01% 1552
2025
Q4 		$203K Buy
2,350
+99
+4% +$8.64K ﹤0.01% 1333
2025
Q3 		$206K Buy
2,251
+135
+6% +$12.6K ﹤0.01% 1283
2025
Q2 		$212K Buy
2,116
+408
+24% +$43.6K ﹤0.01% 1154
2025
Q1 		$173K Buy
1,708
+92
+6% +$8.99K ﹤0.01% 996
2024
Q4 		$143K Buy
1,616
+326
+25% +$25.3K ﹤0.01% 1088
2024
Q3 		$95.9K Sell
1,290
-47
-4% -$4.11K ﹤0.01% 1105
2024
Q2 		$126K Sell
1,337
-24
-2% -$2.27K ﹤0.01% 983
2024
Q1 		$142K Buy
1,361
+1,160
+577% +$107K ﹤0.01% 893
2023
Q4 		$18.2K Buy
201
+105
+109% +$8.01K ﹤0.01% 1704
2023
Q3 		$7.83K Sell
96
-158
-62% -$12K ﹤0.01% 1928
2023
Q2 		$17.6K Sell
254
-29
-10% -$2.2K ﹤0.01% 1621
2023
Q1 		$24.4K Buy
283
+10
+4% +$761 ﹤0.01% 1349
2022
Q4 		$18.7K Sell
273
-236
-46% -$13.5K ﹤0.01% 1397
2022
Q3 		$29K Buy
509
+475
+1,397% +$40.9K ﹤0.01% 1151
2022
Q2 		$3K Sell
34
-101
-75% -$10.9K ﹤0.01% 1917
2022
Q1 		$20K Buy
135
+94
+229% +$16.8K ﹤0.01% 1266
2021
Q4 		$9K Sell
41
-19
-32% -$4.53K ﹤0.01% 1413
2021
Q3 		$14K Buy
60
+55
+1,100% +$13.7K ﹤0.01% 1157
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1479
2021
Q1 		$1K Buy
+5
New +$1.26K ﹤0.01% 1410

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

Allworth Financial's OKTA Position: Q2 2026 in Review

Allworth Financial increased its Okta (OKTA) stake by 51% in Q2 2026, buying an estimated $95.5K and bringing the position to 3,005 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Allworth Financial first reported a position in OKTA in Q1 2021 and has held it in 22 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Allworth Financial held 3,005 shares of Okta worth $410K as of Q2 2026.
  • Allworth Financial bought 1,015 Okta shares in Q2 2026, an estimated $95.5K.
  • Okta made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1087 holding.
  • Allworth Financial first reported a position in Okta in Q1 2021 and has held it in 22 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.