Caitlin John’s Okta OKTA Stock Holding History

Caitlin John’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	–	Sell	-500	Closed	-$39.4K	–	1040
2026 Q1	$39.4K	Buy	+500	New	+$41.5K	0.02%	340

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 $3.37T AUM 44.26% 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

Caitlin John's OKTA Position: Q2 2026 in Review

Caitlin John reduced its Okta (OKTA) stake by 88% in Q2 2026, selling an estimated $47.5K and leaving 70 shares worth $9.55K. The position accounts for 0.01% of the portfolio, ranked #604.

Caitlin John first reported a position in OKTA in Q3 2024 and has held it in 3 quarters since. The position peaked at $62.7K in Q3 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Caitlin John held 70 shares of Okta worth $9.55K as of Q2 2026.
Caitlin John sold 505 Okta shares in Q2 2026, an estimated $47.5K.
Okta made up 0.01% of Caitlin John's portfolio in Q2 2026, its #604 holding.
Caitlin John first reported a position in Okta in Q3 2024 and has held it in 3 quarters since.
Caitlin John's Okta position peaked at $62.7K in Q3 2024.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.