ACA
OKTA icon

American Capital Advisory’s Okta OKTA Stock Holding History

American Capital Advisory’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 		$214K Buy
1,567
+1,557
+15,570% +$146K 0.08% 100
2026
Q1 		$788 Buy
+10
New +$830 ﹤0.01% 752
2025
Q4 		– Sell
-1
Closed -$92 – 1124
2025
Q3 		$92 Sell
1
-4
-80% -$373 ﹤0.01% 964
2025
Q2 		$500 Buy
5
+3
+150% +$320 ﹤0.01% 633
2025
Q1 		$211 Buy
+2
New +$195 ﹤0.01% 727

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

American Capital Advisory's OKTA Position: Q2 2026 in Review

American Capital Advisory increased its Okta (OKTA) stake by 15,570% in Q2 2026, buying an estimated $146K and bringing the position to 1,567 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #100.

American Capital Advisory first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • American Capital Advisory held 1,567 shares of Okta worth $214K as of Q2 2026.
  • American Capital Advisory bought 1,557 Okta shares in Q2 2026, an estimated $146K.
  • Okta made up 0.08% of American Capital Advisory's portfolio in Q2 2026, its #100 holding.
  • American Capital Advisory first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.