Anchor Investment Management’s Okta OKTA Stock Holding History

Anchor Investment Management’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	$2.46K	Buy	+18	New	+$1.69K	﹤0.01%	1076
2023 Q3	–	Sell	-600	Closed	-$41.6K	–	1002
2023 Q2	$41.6K	Hold	600	–	–	0.01%	536
2023 Q1	$51.7K	Hold	600	–	–	0.01%	530
2022 Q4	$41K	Hold	600	–	–	0.01%	548
2022 Q3	$34.1K	Hold	600	–	–	0.01%	565
2022 Q2	$54.2K	Hold	600	–	–	0.01%	522
2022 Q1	$90.6K	Hold	600	–	–	0.01%	481
2021 Q4	$135K	Buy	+600	New	+$143K	0.02%	432

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Anchor Investment Management's OKTA Position: Q2 2026 in Review

Anchor Investment Management opened a new position in Okta (OKTA) in Q2 2026: 18 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in OKTA as recently as Q2 2023.

Anchor Investment Management first reported a position in OKTA in Q4 2021 and has held it in 8 quarters since. The position peaked at $135K in Q4 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Anchor Investment Management held 18 shares of Okta worth $2.46K as of Q2 2026.
Okta was a new Anchor Investment Management position in Q2 2026.
Okta made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1076 holding.
Anchor Investment Management first reported a position in Okta in Q4 2021 and has held it in 8 quarters since.
Anchor Investment Management's Okta position peaked at $135K in Q4 2021.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.