CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Okta OKTA Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q4 		– Sell
-100
Closed -$8 – 2759
2023
Q3 		$8 Buy
+100
New +$7.58K ﹤0.01% 2623

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

CAPTRUST Financial Advisors's OKTA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Okta (OKTA) stake by 34% in Q2 2026, buying an estimated $277K and bringing the position to 11,501 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

CAPTRUST Financial Advisors first reported a position in OKTA in Q1 2018 and has held it in 32 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,501 shares of Okta worth $1.57M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,950 Okta shares in Q2 2026, an estimated $277K.
  • Okta made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1475 holding.
  • CAPTRUST Financial Advisors first reported a position in Okta in Q1 2018 and has held it in 32 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.