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Beacon Pointe Advisors’s Okta OKTA Stock Holding History

Beacon Pointe Advisors’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 		$11.1M Sell
81,634
-24,880
-23% -$2.34M 0.05% 314
2026
Q1 		$8.38M Buy
106,514
+9,324
+10% +$774K 0.04% 359
2025
Q4 		$8.4M Buy
97,190
+14,664
+18% +$1.28M 0.06% 287
2025
Q3 		$7.57M Buy
82,526
+7,552
+10% +$705K 0.06% 281
2025
Q2 		$7.5M Buy
74,974
+5,264
+8% +$562K 0.08% 225
2025
Q1 		$7.33M Buy
69,710
+10,788
+18% +$1.05M 0.08% 217
2024
Q4 		$4.64M Buy
58,922
+18,187
+45% +$1.41M 0.05% 299
2024
Q3 		$3.03M Buy
40,735
+2,497
+7% +$218K 0.03% 390
2024
Q2 		$3.58M Sell
38,238
-23,817
-38% -$2.25M 0.04% 348
2024
Q1 		$6.49M Buy
62,055
+752
+1% +$69.4K 0.07% 243
2023
Q4 		$5.55M Buy
61,303
+27,329
+80% +$2.08M 0.07% 255
2023
Q3 		$2.77M Buy
+33,974
New +$2.58M 0.03% 398

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

Beacon Pointe Advisors's OKTA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Okta (OKTA) stake by 23% in Q2 2026, selling an estimated $2.34M and leaving 81,634 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #314.

Beacon Pointe Advisors first reported a position in OKTA in Q3 2023 and has held it in 12 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Beacon Pointe Advisors held 81,634 shares of Okta worth $11.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 24,880 Okta shares in Q2 2026, an estimated $2.34M.
  • Okta made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #314 holding.
  • Beacon Pointe Advisors first reported a position in Okta in Q3 2023 and has held it in 12 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.