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Atlas Capital Advisors’s Okta OKTA Stock Holding History

Atlas Capital Advisors’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 		$626K Buy
4,590
+257
+6% +$24.2K 0.07% 242
2026
Q1 		$341K Buy
4,333
+227
+6% +$18.8K 0.04% 322
2025
Q4 		$355K Buy
+4,106
New +$358K 0.04% 317

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

Atlas Capital Advisors's OKTA Position: Q2 2026 in Review

Atlas Capital Advisors increased its Okta (OKTA) stake by 5.9% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,590 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #242.

Atlas Capital Advisors first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Atlas Capital Advisors held 4,590 shares of Okta worth $626K as of Q2 2026.
  • Atlas Capital Advisors bought 257 Okta shares in Q2 2026, an estimated $24.2K.
  • Okta made up 0.07% of Atlas Capital Advisors's portfolio in Q2 2026, its #242 holding.
  • Atlas Capital Advisors first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.