CFM
OKTA icon

Catalyst Funds Management’s Okta OKTA Stock Holding History

Catalyst Funds Management’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 		$298K Sell
2,183
-1,330
-38% -$125K 0.02% 497
2026
Q1 		$277K Sell
3,513
-1,387
-28% -$115K 0.05% 375
2025
Q4 		$424K Buy
+4,900
New +$428K 0.1% 192
2024
Q2 		– Sell
-1,400
Closed -$146K – 1475
2024
Q1 		$146K Buy
+1,400
New +$129K 0.04% 320

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

Catalyst Funds Management's OKTA Position: Q2 2026 in Review

Catalyst Funds Management reduced its Okta (OKTA) stake by 38% in Q2 2026, selling an estimated $125K and leaving 2,183 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #497.

Catalyst Funds Management first reported a position in OKTA in Q1 2024 and has held it in 4 quarters since. The position peaked at $424K in Q4 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Catalyst Funds Management held 2,183 shares of Okta worth $298K as of Q2 2026.
  • Catalyst Funds Management sold 1,330 Okta shares in Q2 2026, an estimated $125K.
  • Okta made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #497 holding.
  • Catalyst Funds Management first reported a position in Okta in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Okta position peaked at $424K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.