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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
2022
Q1 		– Sell
-200
Closed -$45 – 1038
2021
Q4 		$45 Buy
+200
New +$47.6K ﹤0.01% 1006

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

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.