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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
2022
Q1 		– Sell
-5,500
Closed -$1.23M – 448
2021
Q4 		$1.23M Sell
5,500
-5,000
-48% -$1.19M 0.15% 139
2021
Q3 		$2.49M Buy
10,500
+500
+5% +$124K 0.32% 68
2021
Q2 		$2.45M Buy
+10,000
New +$2.41M 0.33% 77

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

Avestar Capital's OKTA Position: Q2 2026 in Review

Avestar Capital opened a new position in Okta (OKTA) in Q2 2026: 4,480 shares worth $611K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings. This is a return to the name: Avestar Capital previously reported a position in OKTA as recently as Q2 2025.

Avestar Capital first reported a position in OKTA in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.48M in Q1 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Avestar Capital held 4,480 shares of Okta worth $611K as of Q2 2026.
  • Okta was a new Avestar Capital position in Q2 2026.
  • Okta made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #336 holding.
  • Avestar Capital first reported a position in Okta in Q1 2019 and has held it in 15 quarters since.
  • Avestar Capital's Okta position peaked at $2.48M in Q1 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.