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Coldstream Capital Management’s Okta OKTA Stock Holding History

Coldstream Capital Management’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 		$369K Buy
+2,701
New +$254K ﹤0.01% 876
2025
Q2 		– Sell
-1,191
Closed -$125K – 2615
2025
Q1 		$125K Buy
+1,191
New +$116K ﹤0.01% 1230

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's OKTA Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Okta (OKTA) in Q2 2026: 2,701 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in OKTA as recently as Q1 2025.

Coldstream Capital Management first reported a position in OKTA in Q1 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Coldstream Capital Management held 2,701 shares of Okta worth $369K as of Q2 2026.
  • Okta was a new Coldstream Capital Management position in Q2 2026.
  • Okta made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #876 holding.
  • Coldstream Capital Management first reported a position in Okta in Q1 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.