AIP
OKTA icon

Ameritas Investment Partners’s Okta OKTA Stock Holding History

Ameritas Investment Partners’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 		$6.95M Sell
50,916
-462
-0.9% -$43.4K 0.19% 88
2026
Q1 		$4.04M Buy
51,378
+8,235
+19% +$683K 0.12% 143
2025
Q4 		$3.73M Buy
43,143
+11,808
+38% +$1.03M 0.11% 151
2025
Q3 		$2.87M Sell
31,335
-1,121
-3% -$105K 0.09% 224
2025
Q2 		$3.24M Buy
+32,456
New +$3.47M 0.1% 184
2022
Q4 		– Sell
-3,317
Closed -$188K – 3047
2022
Q3 		$188K Hold
3,317
– – 0.01% 1089
2022
Q2 		$299K Buy
3,317
+92
+3% +$9.94K 0.01% 893
2022
Q1 		$487K Hold
3,225
– – 0.02% 812
2021
Q4 		$723K Buy
3,225
+178
+6% +$42.4K 0.02% 721
2021
Q3 		$723K Buy
3,047
+380
+14% +$94.3K 0.03% 701
2021
Q2 		$653K Buy
2,667
+127
+5% +$30.7K 0.02% 727
2021
Q1 		$560K Buy
2,540
+48
+2% +$12.1K 0.02% 750
2020
Q4 		$634K Buy
+2,492
New +$592K 0.03% 709
2018
Q2 		– Sell
-1,469
Closed -$59K – 3037
2018
Q1 		$59K Hold
1,469
– – ﹤0.01% 1828
2017
Q4 		$38K Buy
1,469
+493
+51% +$13.8K ﹤0.01% 2079
2017
Q3 		$26K Hold
976
– – ﹤0.01% 2283
2017
Q2 		$22K Buy
+976
New +$24.1K ﹤0.01% 2401

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 $3.38T AUM 44.17% 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

Ameritas Investment Partners's OKTA Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Okta (OKTA) stake by 0.9% in Q2 2026, selling an estimated $43.4K and leaving 50,916 shares worth $6.95M. The position accounts for 0.19% of the portfolio, ranked #88.

Ameritas Investment Partners first reported a position in OKTA in Q2 2017 and has held it in 17 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Ameritas Investment Partners held 50,916 shares of Okta worth $6.95M as of Q2 2026.
  • Ameritas Investment Partners sold 462 Okta shares in Q2 2026, an estimated $43.4K.
  • Okta made up 0.19% of Ameritas Investment Partners's portfolio in Q2 2026, its #88 holding.
  • Ameritas Investment Partners first reported a position in Okta in Q2 2017 and has held it in 17 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.