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Brinker Capital Investments’s Okta OKTA Stock Holding History

Brinker Capital Investments’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 		$506K Buy
+3,705
New +$348K ﹤0.01% 1459
2021
Q1 		– Sell
-12,442
Closed -$3.16M – 1234
2020
Q4 		$3.16M Buy
12,442
+5,910
+90% +$1.4M 0.05% 445
2020
Q3 		$1.4M Buy
+6,532
New +$1.36M 0.02% 587

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's OKTA Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in Okta (OKTA) in Q2 2026: 3,705 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in OKTA as recently as Q4 2020.

Brinker Capital Investments first reported a position in OKTA in Q3 2020 and has held it in 3 quarters since. The position peaked at $3.16M in Q4 2020. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Brinker Capital Investments held 3,705 shares of Okta worth $506K as of Q2 2026.
  • Okta was a new Brinker Capital Investments position in Q2 2026.
  • Okta made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1459 holding.
  • Brinker Capital Investments first reported a position in Okta in Q3 2020 and has held it in 3 quarters since.
  • Brinker Capital Investments's Okta position peaked at $3.16M in Q4 2020.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.