AWM Capital’s Okta OKTA Stock Holding History

AWM 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 Q2	$288K	Buy	+2,108	New	+$198K	0.02%	106
2025 Q3	–	Sell	-2,091	Closed	-$209K	–	105
2025 Q2	$209K	Buy	2,091 +1	+0%	+$107	0.02%	100
2025 Q1	$220K	Buy	+2,090	New	+$204K	0.03%	102
2024 Q3	–	Sell	-3,018	Closed	-$283K	–	98
2024 Q2	$283K	Hold	3,018	–	–	0.04%	74
2024 Q1	$316K	Hold	3,018	–	–	0.05%	72
2023 Q4	$273K	Sell	3,018 -2	-0.1%	-$153	0.05%	72
2023 Q3	$246K	Buy	3,020 +20	+0.7%	+$1.52K	0.05%	73
2023 Q2	$208K	Sell	3,000 -5	-0.2%	-$380	0.05%	67
2023 Q1	$259K	Hold	3,005	–	–	0.07%	70
2022 Q4	$205K	Buy	+3,005	New	+$172K	0.07%	64
2022 Q3	–	Sell	-3,007	Closed	-$272K	–	65
2022 Q2	$272K	Hold	3,007	–	–	0.13%	49
2022 Q1	$454K	Buy	3,007 +2	+0.1%	+$358	0.28%	39
2021 Q4	$674K	Sell	3,005 -1,001	-25%	-$238K	0.51%	28
2021 Q3	$1.06M	Buy	+4,006	New	+$995K	0.79%	20

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

AWM Capital's OKTA Position: Q2 2026 in Review

AWM Capital opened a new position in Okta (OKTA) in Q2 2026: 2,108 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings. This is a return to the name: AWM Capital previously reported a position in OKTA as recently as Q2 2025.

AWM Capital first reported a position in OKTA in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.06M in Q3 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

AWM Capital held 2,108 shares of Okta worth $288K as of Q2 2026.
Okta was a new AWM Capital position in Q2 2026.
Okta made up 0.02% of AWM Capital's portfolio in Q2 2026, its #106 holding.
AWM Capital first reported a position in Okta in Q3 2021 and has held it in 14 quarters since.
AWM Capital's Okta position peaked at $1.06M in Q3 2021.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.