Compass Financial Management
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Compass Financial Management’s Okta OKTA Stock Holding History

Compass Financial 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
Q3 		$536K Buy
2,562
+14
+0.5% +$2.22K 0.06% 278
2026
Q2 		$349K Buy
+2,548
New +$240K 0.04% 327

Other funds holding OKTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's OKTA Position: Q3 2026 in Review

Compass Financial Management increased its Okta (OKTA) stake by 0.55% in Q3 2026, buying an estimated $2.22K and bringing the position to 2,562 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #278.

Compass Financial Management first reported a position in OKTA in Q2 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Compass Financial Management held 2,562 shares of Okta worth $536K as of Q3 2026.
  • Compass Financial Management bought 14 Okta shares in Q3 2026, an estimated $2.22K.
  • Okta made up 0.06% of Compass Financial Management's portfolio in Q3 2026, its #278 holding.
  • Compass Financial Management first reported a position in Okta in Q2 2026 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.