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Barrett & Company’s Okta OKTA Stock Holding History

Barrett & 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 		$5.46K Buy
40
+30
+300% +$2.82K ﹤0.01% 547
2026
Q1 		$787 Hold
10
– – ﹤0.01% 615
2025
Q4 		$865 Hold
10
– – ﹤0.01% 623
2025
Q3 		$917 Buy
+10
New +$934 ﹤0.01% 611
2024
Q2 		– Sell
-60
Closed -$6.28K – 617
2024
Q1 		$6.28K Hold
60
– – ﹤0.01% 473
2023
Q4 		$5.43K Hold
60
– – ﹤0.01% 467
2023
Q3 		$4.89K Hold
60
– – ﹤0.01% 483
2023
Q2 		$4.16K Hold
60
– – ﹤0.01% 484
2023
Q1 		$5.17K Hold
60
– – ﹤0.01% 446
2022
Q4 		$4.1K Hold
60
– – ﹤0.01% 463
2022
Q3 		$4.1K Buy
+60
New +$5.16K ﹤0.01% 463

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

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

Barrett & Company increased its Okta (OKTA) stake by 300% in Q2 2026, buying an estimated $2.82K and bringing the position to 40 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Barrett & Company first reported a position in OKTA in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.28K in Q1 2024. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Barrett & Company held 40 shares of Okta worth $5.46K as of Q2 2026.
  • Barrett & Company bought 30 Okta shares in Q2 2026, an estimated $2.82K.
  • Okta made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #547 holding.
  • Barrett & Company first reported a position in Okta in Q3 2022 and has held it in 11 quarters since.
  • Barrett & Company's Okta position peaked at $6.28K in Q1 2024.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.