Charles Schwab’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $206M | Buy |
1,508,803
+67,685
| +5% | +$6.37M | 0.03% | 451 |
|
|
2026
Q1 | $113M | Buy |
1,441,118
+114,228
| +9% | +$9.48M | 0.02% | 661 |
|
|
2025
Q4 | $115M | Buy |
1,326,890
+31,733
| +2% | +$2.77M | 0.02% | 660 |
|
|
2025
Q3 | $119M | Buy |
1,295,157
+51,095
| +4% | +$4.77M | 0.02% | 619 |
|
|
2025
Q2 | $124M | Buy |
1,244,062
+53,702
| +5% | +$5.74M | 0.02% | 578 |
|
|
2025
Q1 | $125M | Buy |
1,190,360
+74,844
| +7% | +$7.31M | 0.02% | 548 |
|
|
2024
Q4 | $87.9M | Buy |
1,115,516
+46,064
| +4% | +$3.57M | 0.02% | 739 |
|
|
2024
Q3 | $79.5M | Buy |
1,069,452
+17,950
| +2% | +$1.57M | 0.02% | 797 |
|
|
2024
Q2 | $98.4M | Buy |
1,051,502
+44,068
| +4% | +$4.17M | 0.02% | 658 |
|
|
2024
Q1 | $105M | Buy |
1,007,434
+39,746
| +4% | +$3.67M | 0.02% | 582 |
|
|
2023
Q4 | $87.6M | Buy |
967,688
+29,591
| +3% | +$2.26M | 0.02% | 627 |
|
|
2023
Q3 | $76.5M | Buy |
938,097
+416,028
| +80% | +$31.5M | 0.02% | 632 |
|
|
2023
Q2 | $36.2M | Buy |
522,069
+13,748
| +3% | +$1.04M | 0.01% | 1100 |
|
|
2023
Q1 | $43.8M | Buy |
508,321
+10,247
| +2% | +$780K | 0.01% | 925 |
|
|
2022
Q4 | $34M | Buy |
498,074
+24,084
| +5% | +$1.38M | 0.01% | 1067 |
|
|
2022
Q3 | $27M | Buy |
473,990
+8,688
| +2% | +$747K | 0.01% | 1171 |
|
|
2022
Q2 | $42.1M | Buy |
465,302
+9,198
| +2% | +$993K | 0.01% | 862 |
|
|
2022
Q1 | $68.9M | Buy |
456,104
+11,169
| +3% | +$2M | 0.02% | 689 |
|
|
2021
Q4 | $99.7M | Buy |
444,935
+74,374
| +20% | +$17.7M | 0.03% | 532 |
|
|
2021
Q3 | $87.9M | Buy |
370,561
+5,447
| +1% | +$1.35M | 0.03% | 555 |
|
|
2021
Q2 | $89.3M | Buy |
365,114
+13,625
| +4% | +$3.29M | 0.03% | 546 |
|
|
2021
Q1 | $77.5M | Buy |
351,489
+8,287
| +2% | +$2.08M | 0.03% | 592 |
|
|
2020
Q4 | $87.3M | Buy |
343,202
+16,550
| +5% | +$3.93M | 0.03% | 472 |
|
|
2020
Q3 | $69.9M | Buy |
326,652
+12,212
| +4% | +$2.55M | 0.03% | 478 |
|
|
2020
Q2 | $63M | Buy |
314,440
+18,684
| +6% | +$3.17M | 0.03% | 526 |
|
|
2020
Q1 | $36.2M | Buy |
295,756
+4,765
| +2% | +$598K | 0.02% | 651 |
|
|
2019
Q4 | $33.6M | Buy |
290,991
+18,534
| +7% | +$2.13M | 0.02% | 874 |
|
|
2019
Q3 | $26.8M | Sell |
272,457
-363,211
| -57% | -$45.4M | 0.02% | 959 |
|
|
2019
Q2 | $78.5M | Buy |
635,668
+161,068
| +34% | +$17.5M | 0.05% | 375 |
|
|
2019
Q1 | $39.3M | Buy |
474,600
+62,488
| +15% | +$4.95M | 0.03% | 677 |
|
|
2018
Q4 | $26.3M | Buy |
412,112
+14,441
| +4% | +$856K | 0.02% | 815 |
|
|
2018
Q3 | $28M | Buy |
397,671
+373,870
| +1,571% | +$22.3M | 0.02% | 916 |
|
|
2018
Q2 | $1.2M | Sell |
23,801
-24,456
| -51% | -$1.16M | ﹤0.01% | 2532 |
|
|
2018
Q1 | $1.92M | Buy |
48,257
+9,900
| +26% | +$330K | ﹤0.01% | 2348 |
|
|
2017
Q4 | $983K | Buy |
38,357
+14,457
| +60% | +$404K | ﹤0.01% | 2511 |
|
|
2017
Q3 | $675K | Buy |
23,900
+5,600
| +31% | +$142K | ﹤0.01% | 2631 |
|
|
2017
Q2 | $418K | Buy |
+18,300
| New | +$452K | ﹤0.01% | 2748 |
|
Other funds holding OKTA
Charles Schwab's OKTA Position: Q2 2026 in Review
Charles Schwab increased its Okta (OKTA) stake by 4.7% in Q2 2026, buying an estimated $6.37M and bringing the position to 1,508,803 shares worth $206M. The position accounts for 0.03% of the portfolio, ranked #451.
Charles Schwab first reported a position in OKTA in Q2 2017 and has held it in 37 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Charles Schwab held 1,508,803 shares of Okta worth $206M as of Q2 2026.
- Charles Schwab bought 67,685 Okta shares in Q2 2026, an estimated $6.37M.
- Okta made up 0.03% of Charles Schwab's portfolio in Q2 2026, its #451 holding.
- Charles Schwab first reported a position in Okta in Q2 2017 and has held it in 37 quarters since.
- 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.