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Center for Financial Planning’s Okta OKTA Stock Holding History

Center for Financial Planning’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 		$10.1K Sell
74
-721
-91% -$67.8K ﹤0.01% 496
2026
Q1 		$62.6K Buy
795
+345
+77% +$28.6K 0.01% 279
2025
Q4 		$38.9K Hold
450
– – ﹤0.01% 326
2025
Q3 		$41.3K Hold
450
– – ﹤0.01% 328
2025
Q2 		$45K Hold
450
– – 0.01% 306
2025
Q1 		$47.3K Buy
+450
New +$44K 0.01% 282

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Center for Financial Planning's OKTA Position: Q2 2026 in Review

Center for Financial Planning reduced its Okta (OKTA) stake by 91% in Q2 2026, selling an estimated $67.8K and leaving 74 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Center for Financial Planning first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $62.6K in Q1 2026. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Center for Financial Planning held 74 shares of Okta worth $10.1K as of Q2 2026.
  • Center for Financial Planning sold 721 Okta shares in Q2 2026, an estimated $67.8K.
  • Okta made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #496 holding.
  • Center for Financial Planning first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's Okta position peaked at $62.6K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.