AAM
OKTA icon

Aureus Asset Management’s Okta OKTA Stock Holding History

Aureus Asset Management’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 		$2.1M Buy
15,411
+3,051
+25% +$287K 0.13% 84
2026
Q1 		$973K Buy
+12,360
New +$1.03M 0.06% 115

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

Aureus Asset Management's OKTA Position: Q2 2026 in Review

Aureus Asset Management increased its Okta (OKTA) stake by 25% in Q2 2026, buying an estimated $287K and bringing the position to 15,411 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #84.

Aureus Asset Management first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Aureus Asset Management held 15,411 shares of Okta worth $2.1M as of Q2 2026.
  • Aureus Asset Management bought 3,051 Okta shares in Q2 2026, an estimated $287K.
  • Okta made up 0.13% of Aureus Asset Management's portfolio in Q2 2026, its #84 holding.
  • Aureus Asset Management first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.