COMPASS FINANCIAL MANAGEMENT LLC’s Okta OKTA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$349K	Buy	+2,548	New	+$240K	0.04%	327

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OKTA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Okta (OKTA) in Q2 2026: 2,548 shares worth $349K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings.

561 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,548 shares of Okta worth $349K as of Q2 2026.
Okta was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Okta made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #327 holding.
561 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.