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Bruce G. Allen Investments’s Okta OKTA Stock Holding History

Bruce G. Allen 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 		$27.4K Buy
201
+9
+5% +$846 0.02% 365
2026
Q1 		$15.1K Sell
192
-6
-3% -$498 0.01% 438
2025
Q4 		$17.1K Buy
198
+62
+46% +$5.41K 0.01% 418
2025
Q3 		$12.5K Hold
136
– – 0.01% 447
2025
Q2 		$13.6K Hold
136
– – 0.01% 434
2025
Q1 		$14.3K Hold
136
– – 0.01% 420
2024
Q4 		$10.7K Buy
136
+41
+43% +$3.18K 0.01% 461
2024
Q3 		$7.06K Hold
95
– – 0.01% 530
2024
Q2 		$8.89K Sell
95
-4
-4% -$379 0.01% 479
2024
Q1 		$10.4K Hold
99
– – 0.01% 466
2023
Q4 		$8.96K Buy
+99
New +$7.55K 0.01% 499

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

Bruce G. Allen Investments's OKTA Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Okta (OKTA) stake by 4.7% in Q2 2026, buying an estimated $846 and bringing the position to 201 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #365.

Bruce G. Allen Investments first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bruce G. Allen Investments held 201 shares of Okta worth $27.4K as of Q2 2026.
  • Bruce G. Allen Investments bought 9 Okta shares in Q2 2026, an estimated $846.
  • Okta made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #365 holding.
  • Bruce G. Allen Investments first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.