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Ashton Thomas Securities’s Okta OKTA Stock Holding History

Ashton Thomas Securities’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 		$229K Buy
+1,677
New +$158K 0.03% 280
2024
Q4 		– Sell
-233
Closed -$17.3K – 937
2024
Q3 		$17.3K Buy
+233
New +$20.4K ﹤0.01% 667

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

Ashton Thomas Securities's OKTA Position: Q2 2026 in Review

Ashton Thomas Securities opened a new position in Okta (OKTA) in Q2 2026: 1,677 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in OKTA as recently as Q3 2024.

Ashton Thomas Securities first reported a position in OKTA in Q3 2024 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Ashton Thomas Securities held 1,677 shares of Okta worth $229K as of Q2 2026.
  • Okta was a new Ashton Thomas Securities position in Q2 2026.
  • Okta made up 0.03% of Ashton Thomas Securities's portfolio in Q2 2026, its #280 holding.
  • Ashton Thomas Securities first reported a position in Okta in Q3 2024 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.