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Atria Investments’s Okta OKTA Stock Holding History

Atria Investments’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 		$522K Buy
3,824
+461
+14% +$43.4K 0.01% 1491
2026
Q1 		$265K Buy
3,363
+26
+0.8% +$2.16K ﹤0.01% 1827
2025
Q4 		$289K Sell
3,337
-110
-3% -$9.6K ﹤0.01% 1758
2025
Q3 		$316K Sell
3,447
-507
-13% -$47.3K ﹤0.01% 1689
2025
Q2 		$395K Sell
3,954
-1,073
-21% -$115K ﹤0.01% 1549
2025
Q1 		$529K Buy
5,027
+563
+13% +$55K 0.01% 1327
2024
Q4 		$352K Buy
+4,464
New +$346K ﹤0.01% 1506
2024
Q3 		– Sell
-2,941
Closed -$275K – 2009
2024
Q2 		$275K Buy
+2,941
New +$278K ﹤0.01% 1641
2020
Q4 		– Sell
-20,467
Closed -$4.38M – 690
2020
Q3 		$4.38M Sell
20,467
-3,670
-15% -$765K 0.13% 179
2020
Q2 		$4.83M Buy
+24,137
New +$4.1M 0.17% 147

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 $3.38T AUM 44.17% 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

Atria Investments's OKTA Position: Q2 2026 in Review

Atria Investments increased its Okta (OKTA) stake by 14% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,824 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1491.

Atria Investments first reported a position in OKTA in Q2 2020 and has held it in 10 quarters since. The position peaked at $4.83M in Q2 2020. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Atria Investments held 3,824 shares of Okta worth $522K as of Q2 2026.
  • Atria Investments bought 461 Okta shares in Q2 2026, an estimated $43.4K.
  • Okta made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1491 holding.
  • Atria Investments first reported a position in Okta in Q2 2020 and has held it in 10 quarters since.
  • Atria Investments's Okta position peaked at $4.83M in Q2 2020.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.