Avestar Capital
OKTA icon

Avestar Capital’s Okta OKTA Stock Holding History

Avestar Capital’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
Q3 		$568K Sell
2,715
-1,765
-39% -$279K 0.04% 331
2026
Q2 		$611K Buy
+4,480
New +$421K 0.03% 336
2025
Q3 		– Sell
-2,068
Closed -$207K – 510
2025
Q2 		$207K Sell
2,068
-198
-9% -$21.1K 0.01% 460
2025
Q1 		$238K Buy
+2,266
New +$221K 0.02% 422
2022
Q4 		– Sell
-4,654
Closed -$265K – 338
2022
Q3 		$265K Sell
4,654
-3,922
-46% -$337K 0.07% 209
2022
Q2 		$775K Sell
8,576
-154
-2% -$16.6K 0.19% 82
2022
Q1 		$1.32M Sell
8,730
-72
-0.8% -$12.9K 0.21% 99
2021
Q4 		$1.97M Buy
8,802
+149
+2% +$35.5K 0.24% 89
2021
Q3 		$2.05M Sell
8,653
-238
-3% -$59.1K 0.26% 79
2021
Q2 		$2.18M Buy
8,891
+93
+1% +$22.4K 0.29% 89
2021
Q1 		$2.48M Sell
8,798
-417
-5% -$105K 0.55% 30
2020
Q4 		$2.34M Buy
9,215
+569
+7% +$135K 0.65% 29
2020
Q3 		$1.9M Buy
8,646
+869
+11% +$181K 0.62% 24
2020
Q2 		$1.56M Buy
+7,777
New +$1.32M 0.69% 28
2019
Q3 		– Sell
-750
Closed -$92K – 629
2019
Q2 		$92K Sell
750
-24
-3% -$2.6K 0.06% 208
2019
Q1 		$63K Buy
+774
New +$61.3K 0.04% 258

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Avestar Capital's OKTA Position: Q3 2026 in Review

Avestar Capital reduced its Okta (OKTA) stake by 39% in Q3 2026, selling an estimated $279K and leaving 2,715 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #331.

Avestar Capital first reported a position in OKTA in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.48M in Q1 2021. 578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Avestar Capital held 2,715 shares of Okta worth $568K as of Q3 2026.
  • Avestar Capital sold 1,765 Okta shares in Q3 2026, an estimated $279K.
  • Okta made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #331 holding.
  • Avestar Capital first reported a position in Okta in Q1 2019 and has held it in 16 quarters since.
  • Avestar Capital's Okta position peaked at $2.48M in Q1 2021.
  • 578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.