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Congress Wealth Management’s Okta OKTA Stock Holding History

Congress Wealth 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
2025
Q2 		$357K Buy
3,574
+29
+0.8% +$3.1K ﹤0.01% 1014
2025
Q1 		$373K Buy
3,545
+747
+27% +$73K ﹤0.01% 894
2024
Q4 		$216K Sell
2,798
-249
-8% -$19.3K ﹤0.01% 841
2024
Q3 		$227K Buy
+3,047
New +$266K ﹤0.01% 800

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Congress Wealth Management's OKTA Position: Q2 2025 in Review

Congress Wealth Management increased its Okta (OKTA) stake by 0.82% in Q2 2025, buying an estimated $3.1K and bringing the position to 3,574 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Congress Wealth Management first reported a position in OKTA in Q3 2024 and has held it in 4 quarters since. The position peaked at $373K in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Congress Wealth Management held 3,574 shares of Okta worth $357K as of Q2 2025.
  • Congress Wealth Management bought 29 Okta shares in Q2 2025, an estimated $3.1K.
  • Okta made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1014 holding.
  • Congress Wealth Management first reported a position in Okta in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Okta position peaked at $373K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.