Avantax Advisory Services’s Okta OKTA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$673K	Buy	6,728 +1,055	+19%	+$113K	﹤0.01%	1405
2025 Q1	$597K	Buy	5,673 +1,124	+25%	+$110K	﹤0.01%	1391
2024 Q4	$358K	Sell	4,549 -4,574	-50%	-$355K	﹤0.01%	1666
2024 Q3	$678K	Buy	9,123 +3,265	+56%	+$285K	﹤0.01%	1225
2024 Q2	$548K	Buy	5,858 +1,485	+34%	+$141K	﹤0.01%	1300
2024 Q1	$457K	Buy	+4,373	New	+$403K	﹤0.01%	1089
2022 Q2	–	Sell	-2,703	Closed	-$407K	–	1367
2022 Q1	$407K	Buy	2,703 +764	+39%	+$137K	0.01%	868
2021 Q4	$435K	Sell	1,939 -682	-26%	-$162K	0.01%	810
2021 Q3	$624K	Buy	2,621 +612	+30%	+$152K	0.01%	633
2021 Q2	$491K	Sell	2,009 -88	-4%	-$21.2K	0.01%	716
2021 Q1	$463K	Sell	2,097 -176	-8%	-$44.2K	0.01%	645
2020 Q4	$578K	Sell	2,273 -3,320	-59%	-$789K	0.01%	512
2020 Q3	$1.19M	Buy	5,593 +3,936	+238%	+$821K	0.02%	492
2020 Q2	$331K	Sell	1,657 -104	-6%	-$17.7K	0.01%	605
2020 Q1	$214K	Sell	1,761 -700	-28%	-$87.8K	0.01%	701
2019 Q4	$284K	Buy	+2,461	New	+$283K	0.01%	645
2019 Q2	–	Sell	-2,450	Closed	-$203K	–	538
2019 Q1	$203K	Buy	+2,450	New	+$194K	0.01%	462

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Avantax Advisory Services's OKTA Position: Q2 2025 in Review

Avantax Advisory Services increased its Okta (OKTA) stake by 19% in Q2 2025, buying an estimated $113K and bringing the position to 6,728 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Avantax Advisory Services first reported a position in OKTA in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2020. 749 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Avantax Advisory Services held 6,728 shares of Okta worth $673K as of Q2 2025.
Avantax Advisory Services bought 1,055 Okta shares in Q2 2025, an estimated $113K.
Okta made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1405 holding.
Avantax Advisory Services first reported a position in Okta in Q1 2019 and has held it in 17 quarters since.
Avantax Advisory Services's Okta position peaked at $1.19M in Q3 2020.
749 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.