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Bare Financial Services’s Okta OKTA Stock Holding History

Bare Financial 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
2026
Q2 		– Sell
-6
Closed -$472 – 1875
2026
Q1 		$472 Sell
6
-2
-25% -$166 ﹤0.01% 1587
2025
Q4 		$692 Sell
8
-35
-81% -$3.05K ﹤0.01% 1243
2025
Q3 		$3.94K Buy
+43
New +$4.01K ﹤0.01% 630

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

Bare Financial Services's OKTA Position: Q2 2026 in Review

Bare Financial Services sold out of Okta (OKTA) in Q2 2026, closing a stake of 6 shares — an estimated $472 sold.

Bare Financial Services first reported a position in OKTA in Q3 2025 and held it in 3 quarters. The position peaked at $3.94K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bare Financial Services reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 6 Okta shares in Q2 2026, an estimated $472.
  • Bare Financial Services first reported a position in Okta in Q3 2025 and held it in 3 quarters.
  • Bare Financial Services's Okta position peaked at $3.94K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.