COFG Advisors’s Okta OKTA Stock Holding History

COFG Advisors’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 Q3	$1.21M	Buy	+5,769	New	+$913K	0.2%	83

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

COFG Advisors's OKTA Position: Q3 2026 in Review

COFG Advisors opened a new position in Okta (OKTA) in Q3 2026: 5,769 shares worth $1.21M. The stake represents 0.2% of the portfolio and ranks #83 among its holdings.

656 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

COFG Advisors held 5,769 shares of Okta worth $1.21M as of Q3 2026.
Okta was a new COFG Advisors position in Q3 2026.
Okta made up 0.2% of COFG Advisors's portfolio in Q3 2026, its #83 holding.
656 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on COFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.