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Benjamin Edwards Inc’s Okta OKTA Stock Holding History

Benjamin Edwards Inc’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 		$352K Sell
2,583
-359
-12% -$33.8K ﹤0.01% 1167
2026
Q1 		$232K Sell
2,942
-2,518
-46% -$209K ﹤0.01% 1264
2025
Q4 		$472K Sell
5,460
-17
-0.3% -$1.48K 0.01% 968
2025
Q3 		$502K Sell
5,477
-124
-2% -$11.6K 0.01% 930
2025
Q2 		$560K Sell
5,601
-617
-10% -$65.9K 0.01% 820
2025
Q1 		$654K Buy
6,218
+150
+2% +$14.7K 0.01% 715
2024
Q4 		$478K Sell
6,068
-731
-11% -$56.7K 0.01% 829
2024
Q3 		$505K Buy
+6,799
New +$594K 0.01% 793

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

Benjamin Edwards Inc's OKTA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Okta (OKTA) stake by 12% in Q2 2026, selling an estimated $33.8K and leaving 2,583 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Benjamin Edwards Inc first reported a position in OKTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $654K in Q1 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Benjamin Edwards Inc held 2,583 shares of Okta worth $352K as of Q2 2026.
  • Benjamin Edwards Inc sold 359 Okta shares in Q2 2026, an estimated $33.8K.
  • Okta made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1167 holding.
  • Benjamin Edwards Inc first reported a position in Okta in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's Okta position peaked at $654K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.