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Callan Family Office’s Okta OKTA Stock Holding History

Callan Family Office’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 		$392K Buy
2,876
+290
+11% +$27.3K 0.01% 899
2026
Q1 		$204K Sell
2,586
-268
-9% -$22.2K ﹤0.01% 1059
2025
Q4 		$247K Sell
2,854
-270
-9% -$23.6K 0.01% 985
2025
Q3 		$286K Sell
3,124
-866
-22% -$80.9K 0.01% 727
2025
Q2 		$399K Buy
+3,990
New +$426K 0.01% 681

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

Callan Family Office's OKTA Position: Q2 2026 in Review

Callan Family Office increased its Okta (OKTA) stake by 11% in Q2 2026, buying an estimated $27.3K and bringing the position to 2,876 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #899.

Callan Family Office first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $399K in Q2 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Callan Family Office held 2,876 shares of Okta worth $392K as of Q2 2026.
  • Callan Family Office bought 290 Okta shares in Q2 2026, an estimated $27.3K.
  • Okta made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #899 holding.
  • Callan Family Office first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Okta position peaked at $399K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.