Continuum Advisory’s Okta OKTA Stock Holding History

Continuum Advisory’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	$1.64K	Buy	+12	New	+$1.13K	﹤0.01%	1775
2025 Q2	–	Sell	-13	Closed	-$1.37K	–	1197
2025 Q1	$1.37K	Hold	13	–	–	﹤0.01%	1451
2024 Q4	$1.02K	Sell	13 -9	-41%	-$698	﹤0.01%	1612
2024 Q3	$1.69K	Buy	22 +9	+69%	+$786	﹤0.01%	1500
2024 Q2	$1.22K	Hold	13	–	–	﹤0.01%	1432
2024 Q1	$1.28K	Buy	+13	New	+$1.2K	﹤0.01%	1420

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Continuum Advisory's OKTA Position: Q2 2026 in Review

Continuum Advisory opened a new position in Okta (OKTA) in Q2 2026: 12 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1775 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in OKTA as recently as Q1 2025.

Continuum Advisory first reported a position in OKTA in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.69K in Q3 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Continuum Advisory held 12 shares of Okta worth $1.64K as of Q2 2026.
Okta was a new Continuum Advisory position in Q2 2026.
Okta made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1775 holding.
Continuum Advisory first reported a position in Okta in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Okta position peaked at $1.69K in Q3 2024.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.