AssetMark Inc
OKTA icon

AssetMark Inc’s Okta OKTA Stock Holding History

AssetMark Inc’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 		$101K Buy
738
+19
+3% +$1.79K ﹤0.01% 1623
2026
Q1 		$56.6K Buy
719
+322
+81% +$26.7K ﹤0.01% 1718
2025
Q4 		$34.3K Sell
397
-130
-25% -$11.3K ﹤0.01% 1842
2025
Q3 		$48.3K Sell
527
-60
-10% -$5.6K ﹤0.01% 1646
2025
Q2 		$58.7K Buy
587
+577
+5,770% +$61.6K ﹤0.01% 1514
2025
Q1 		$1.05K Sell
10
-4
-29% -$391 ﹤0.01% 2285
2024
Q4 		$1.11K Buy
14
+13
+1,300% +$1.01K ﹤0.01% 2224
2024
Q3 		$77 Buy
+1
New +$87 ﹤0.01% 2214
2024
Q2 		– Hold
0
– – – 2094
2024
Q1 		– Hold
0
– – – 1923
2023
Q4 		– Sell
-2
Closed -$163 – 1967
2023
Q3 		$163 Buy
+2
New +$152 ﹤0.01% 1651
2023
Q2 		– Sell
-11
Closed -$949 – 1646
2023
Q1 		$949 Buy
+11
New +$837 ﹤0.01% 1450
2022
Q4 		– Sell
-22
Closed -$1K – 1633
2022
Q3 		$1K Hold
22
– – ﹤0.01% 1467
2022
Q2 		$2K Sell
22
-3
-12% -$324 ﹤0.01% 1382
2022
Q1 		$4K Sell
25
-5,786
-100% -$1.04M ﹤0.01% 1321
2021
Q4 		$1.3M Buy
+5,811
New +$1.38M 0.01% 374
2021
Q1 		– Sell
-32
Closed -$8K – 1472
2020
Q4 		$8K Buy
+32
New +$7.61K ﹤0.01% 960

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

AssetMark Inc's OKTA Position: Q2 2026 in Review

AssetMark Inc increased its Okta (OKTA) stake by 2.6% in Q2 2026, buying an estimated $1.79K and bringing the position to 738 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

AssetMark Inc first reported a position in OKTA in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • AssetMark Inc held 738 shares of Okta worth $101K as of Q2 2026.
  • AssetMark Inc bought 19 Okta shares in Q2 2026, an estimated $1.79K.
  • Okta made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1623 holding.
  • AssetMark Inc first reported a position in Okta in Q4 2020 and has held it in 15 quarters since.
  • AssetMark Inc's Okta position peaked at $1.3M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.