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Certuity’s Okta OKTA Stock Holding History

Certuity’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
-4,073
Closed -$321K – 707
2026
Q1 		$321K Buy
4,073
+1,649
+68% +$137K 0.02% 426
2025
Q4 		$210K Sell
2,424
-779
-24% -$68K 0.01% 538
2025
Q3 		$294K Buy
3,203
+1,087
+51% +$101K 0.02% 400
2025
Q2 		$211K Sell
2,116
-301
-12% -$32.1K 0.02% 387
2025
Q1 		$254K Buy
+2,417
New +$236K 0.03% 315
2021
Q2 		– Sell
-983
Closed -$217K – 367
2021
Q1 		$217K Buy
+983
New +$247K 0.06% 274

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

Certuity's OKTA Position: Q2 2026 in Review

Certuity sold out of Okta (OKTA) in Q2 2026, closing a stake of 4,073 shares — an estimated $321K sold.

Certuity first reported a position in OKTA in Q1 2021 and held it in 6 quarters. The position peaked at $321K in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Certuity reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Certuity sold 4,073 Okta shares in Q2 2026, an estimated $321K.
  • Certuity first reported a position in Okta in Q1 2021 and held it in 6 quarters.
  • Certuity's Okta position peaked at $321K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.