EFG International’s Okta OKTA Stock Holding History

EFG International’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	$75K	Hold	550	–	–	﹤0.01%	722
2026 Q1	$43.3K	Sell	550 -157	-22%	-$13K	﹤0.01%	738
2025 Q4	$61.3K	Buy	+707	New	+$61.7K	﹤0.01%	649

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 $3.38T AUM 44.17% 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

EFG International's OKTA Position: Q2 2026 in Review

EFG International held its Okta (OKTA) position steady in Q2 2026 at 550 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

EFG International first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

EFG International held 550 shares of Okta worth $75K as of Q2 2026.
EFG International left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #722 holding.
EFG International first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.