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
Q3 		$179K Buy
854
+116
+16% +$18.4K ﹤0.01% 1499
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 		$1.06K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

AssetMark Inc's OKTA Position: Q3 2026 in Review

AssetMark Inc increased its Okta (OKTA) stake by 16% in Q3 2026, buying an estimated $18.4K and bringing the position to 854 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

AssetMark Inc first reported a position in OKTA in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2021. 344 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • AssetMark Inc held 854 shares of Okta worth $179K as of Q3 2026.
  • AssetMark Inc bought 116 Okta shares in Q3 2026, an estimated $18.4K.
  • Okta made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1499 holding.
  • AssetMark Inc first reported a position in Okta in Q4 2020 and has held it in 16 quarters since.
  • AssetMark Inc's Okta position peaked at $1.3M in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.