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Atomi Financial Group’s Okta OKTA Stock Holding History

Atomi Financial Group’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 		$349K Buy
+2,557
New +$240K 0.01% 952
2026
Q1 		– Sell
-2,721
Closed -$235K – 1284
2025
Q4 		$235K Sell
2,721
-740
-21% -$64.6K 0.01% 1062
2025
Q3 		$317K Sell
3,461
-213
-6% -$19.9K 0.01% 860
2025
Q2 		$367K Buy
3,674
+246
+7% +$26.3K 0.01% 719
2025
Q1 		$361K Buy
3,428
+690
+25% +$67.4K 0.02% 683
2024
Q4 		$216K Sell
2,738
-9
-0.3% -$698 0.01% 887
2024
Q3 		$204K Buy
2,747
+547
+25% +$47.8K 0.01% 846
2024
Q2 		$206K Buy
+2,200
New +$208K 0.02% 728

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

Atomi Financial Group's OKTA Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Okta (OKTA) in Q2 2026: 2,557 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in OKTA as recently as Q4 2025.

Atomi Financial Group first reported a position in OKTA in Q2 2024 and has held it in 8 quarters since. The position peaked at $367K in Q2 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Atomi Financial Group held 2,557 shares of Okta worth $349K as of Q2 2026.
  • Okta was a new Atomi Financial Group position in Q2 2026.
  • Okta made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #952 holding.
  • Atomi Financial Group first reported a position in Okta in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Okta position peaked at $367K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.