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Chicago Partners Investment Group’s Okta OKTA Stock Holding History

Chicago Partners Investment Group’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 		$256K Buy
+1,878
New +$177K 0.01% 1316
2026
Q1 		– Sell
-2,850
Closed -$259K – 1531
2025
Q4 		$259K Sell
2,850
-2,565
-47% -$224K 0.01% 1108
2025
Q3 		$484K Buy
5,415
+2,447
+82% +$228K 0.01% 719
2025
Q2 		$284K Buy
2,968
+679
+30% +$72.5K 0.01% 869
2025
Q1 		$270K Buy
+2,289
New +$224K 0.01% 734
2021
Q4 		– Sell
-847
Closed -$216K – 596
2021
Q3 		$216K Sell
847
-149
-15% -$37K 0.02% 529
2021
Q2 		$252K Buy
996
+49
+5% +$11.8K 0.02% 460
2021
Q1 		$270K Sell
947
-58
-6% -$14.6K 0.02% 427
2020
Q4 		$265K Buy
1,005
+43
+4% +$10.2K 0.03% 389
2020
Q3 		$201K Sell
962
-23
-2% -$4.79K 0.02% 385
2020
Q2 		$203K Buy
+985
New +$167K 0.03% 362

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

Chicago Partners Investment Group's OKTA Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Okta (OKTA) in Q2 2026: 1,878 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in OKTA as recently as Q4 2025.

Chicago Partners Investment Group first reported a position in OKTA in Q2 2020 and has held it in 11 quarters since. The position peaked at $484K in Q3 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Chicago Partners Investment Group held 1,878 shares of Okta worth $256K as of Q2 2026.
  • Okta was a new Chicago Partners Investment Group position in Q2 2026.
  • Okta made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1316 holding.
  • Chicago Partners Investment Group first reported a position in Okta in Q2 2020 and has held it in 11 quarters since.
  • Chicago Partners Investment Group's Okta position peaked at $484K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.