Avory & Company’s Okta OKTA Stock Holding History

Avory & Company’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	$2.29M	Sell	16,806 -3,430	-17%	-$323K	2.87%	11
2026 Q1	$1.59M	Buy	+20,236	New	+$1.68M	2.06%	15

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avory & Company's OKTA Position: Q2 2026 in Review

Avory & Company reduced its Okta (OKTA) stake by 17% in Q2 2026, selling an estimated $323K and leaving 16,806 shares worth $2.29M. The position accounts for 2.87% of the portfolio, ranked #11.

Avory & Company first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Avory & Company held 16,806 shares of Okta worth $2.29M as of Q2 2026.
Avory & Company sold 3,430 Okta shares in Q2 2026, an estimated $323K.
Okta made up 2.87% of Avory & Company's portfolio in Q2 2026, its #11 holding.
Avory & Company first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
815 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.