Brighton Jones LLC’s Okta OKTA Stock Holding History

Brighton Jones LLC’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	$371K	Buy	+2,721	New	+$256K	0.01%	945
2025 Q4	–	Sell	-3,648	Closed	-$335K	–	671
2025 Q3	$335K	Buy	3,648 +433	+13%	+$40.4K	0.01%	767
2025 Q2	$321K	Buy	3,215 +1,217	+61%	+$130K	0.01%	696
2025 Q1	$210K	Sell	1,998 -1,309	-40%	-$128K	0.01%	644
2024 Q4	$261K	Buy	+3,307	New	+$256K	0.01%	565
2024 Q3	–	Sell	-2,474	Closed	-$232K	–	643
2024 Q2	$232K	Sell	2,474 -1,516	-38%	-$144K	0.01%	534
2024 Q1	$417K	Buy	3,990 +1,104	+38%	+$102K	0.02%	389
2023 Q4	$261K	Sell	2,886 -1,852	-39%	-$141K	0.01%	471
2023 Q3	$386K	Buy	4,738 +442	+10%	+$33.5K	0.02%	346
2023 Q2	$298K	Buy	4,296 +117	+3%	+$8.88K	0.02%	398
2023 Q1	$360K	Buy	4,179 +234	+6%	+$17.8K	0.02%	348
2022 Q4	$270K	Buy	+3,945	New	+$225K	0.02%	362
2018 Q3	–	Sell	-8,563	Closed	-$431K	–	304
2018 Q2	$431K	Buy	+8,563	New	+$408K	0.06%	189

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 $3.38T AUM 44.17% 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

Brighton Jones LLC's OKTA Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in Okta (OKTA) in Q2 2026: 2,721 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in OKTA as recently as Q3 2025.

Brighton Jones LLC first reported a position in OKTA in Q2 2018 and has held it in 13 quarters since. The position peaked at $431K in Q2 2018. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Brighton Jones LLC held 2,721 shares of Okta worth $371K as of Q2 2026.
Okta was a new Brighton Jones LLC position in Q2 2026.
Okta made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #945 holding.
Brighton Jones LLC first reported a position in Okta in Q2 2018 and has held it in 13 quarters since.
Brighton Jones LLC's Okta position peaked at $431K in Q2 2018.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.