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Arax Advisory Partners’s Okta OKTA Stock Holding History

Arax Advisory 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 		$415K Buy
3,041
+900
+42% +$84.6K ﹤0.01% 1754
2026
Q1 		$169K Sell
2,141
-383
-15% -$31.8K ﹤0.01% 1159
2025
Q4 		$218K Sell
2,524
-25,195
-91% -$2.2M 0.01% 1001
2025
Q3 		$2.54M Buy
27,719
+27,351
+7,432% +$2.55M 0.04% 406
2025
Q2 		$36.8K Sell
368
-156
-30% -$16.7K ﹤0.01% 1377
2025
Q1 		$55.1K Buy
524
+359
+218% +$35.1K ﹤0.01% 914
2024
Q4 		$13K Sell
165
-202
-55% -$15.7K ﹤0.01% 1394
2024
Q3 		$27.3K Buy
367
+300
+448% +$26.2K ﹤0.01% 955
2024
Q2 		$6.27K Buy
+67
New +$6.34K ﹤0.01% 1491
2024
Q1 		– Sell
-4
Closed -$363 – 1373
2023
Q4 		$363 Buy
+4
New +$305 ﹤0.01% 1244
2023
Q2 		– Sell
-74
Closed -$6.38K – 1304
2023
Q1 		$6.38K Hold
74
– – ﹤0.01% 787
2022
Q4 		$5.06K Sell
74
-666
-90% -$38K ﹤0.01% 794
2022
Q3 		$42K Sell
740
-10
-1% -$860 0.01% 455
2022
Q2 		$68K Buy
750
+33
+5% +$3.56K 0.01% 381
2022
Q1 		$108K Buy
717
+71
+11% +$12.7K 0.01% 328
2021
Q4 		$145K Buy
646
+46
+8% +$11K 0.02% 278
2021
Q3 		$142K Hold
600
– – 0.02% 272
2021
Q2 		$147K Buy
+600
New +$145K 0.02% 272
2020
Q4 		$139K Hold
546
– – 0.02% 248
2020
Q3 		$117K Buy
546
+23
+4% +$4.79K 0.02% 249
2020
Q2 		$105K Sell
523
-41
-7% -$6.96K 0.02% 253
2020
Q1 		$69K Buy
564
+58
+11% +$7.28K 0.02% 287
2019
Q4 		$58K Sell
506
-121
-19% -$13.9K 0.02% 319
2019
Q3 		$62K Sell
627
-150
-19% -$18.7K 0.02% 301
2019
Q2 		$96K Buy
+777
New +$84.3K 0.03% 240
2018
Q4 		$11K Buy
+165
New +$9.78K ﹤0.01% 431

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

Arax Advisory Partners's OKTA Position: Q2 2026 in Review

Arax Advisory Partners increased its Okta (OKTA) stake by 42% in Q2 2026, buying an estimated $84.6K and bringing the position to 3,041 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Arax Advisory Partners first reported a position in OKTA in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.54M in Q3 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Arax Advisory Partners held 3,041 shares of Okta worth $415K as of Q2 2026.
  • Arax Advisory Partners bought 900 Okta shares in Q2 2026, an estimated $84.6K.
  • Okta made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1754 holding.
  • Arax Advisory Partners first reported a position in Okta in Q4 2018 and has held it in 26 quarters since.
  • Arax Advisory Partners's Okta position peaked at $2.54M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.