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Edgestream Partners’s Okta OKTA Stock Holding History

Edgestream Partners’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 		$1.73M Sell
12,699
-7,674
-38% -$722K 0.05% 556
2026
Q1 		$1.6M Sell
20,373
-27,490
-57% -$2.28M 0.05% 547
2025
Q4 		$4.14M Buy
47,863
+25,325
+112% +$2.21M 0.12% 316
2025
Q3 		$2.07M Buy
+22,538
New +$2.1M 0.06% 523
2025
Q1 		– Sell
-38,273
Closed -$3.02M – 991
2024
Q4 		$3.02M Buy
38,273
+31,792
+491% +$2.46M 0.13% 309
2024
Q3 		$482K Buy
+6,481
New +$566K 0.02% 706
2023
Q4 		– Sell
-14,419
Closed -$1.18M – 998
2023
Q3 		$1.18M Buy
+14,419
New +$1.09M 0.09% 350

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 $3.37T AUM 44.26% 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

Edgestream Partners's OKTA Position: Q2 2026 in Review

Edgestream Partners reduced its Okta (OKTA) stake by 38% in Q2 2026, selling an estimated $722K and leaving 12,699 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #556.

Edgestream Partners first reported a position in OKTA in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.14M in Q4 2025. 822 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Edgestream Partners held 12,699 shares of Okta worth $1.73M as of Q2 2026.
  • Edgestream Partners sold 7,674 Okta shares in Q2 2026, an estimated $722K.
  • Okta made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #556 holding.
  • Edgestream Partners first reported a position in Okta in Q3 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Okta position peaked at $4.14M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.