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Empowered Funds’s Okta OKTA Stock Holding History

Empowered Funds’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 		$5.78M Sell
42,342
-125,359
-75% -$11.8M 0.03% 649
2026
Q1 		$13.2M Buy
+167,701
New +$13.9M 0.08% 266
2025
Q4 		– Sell
-25,774
Closed -$2.36M – 1626
2025
Q3 		$2.36M Buy
25,774
+2,021
+9% +$189K 0.02% 825
2025
Q2 		$2.37M Buy
23,753
+16,217
+215% +$1.73M 0.03% 742
2025
Q1 		$793K Sell
7,536
-14
-0.2% -$1.37K 0.01% 1078
2024
Q4 		$595K Buy
7,550
+1,832
+32% +$142K 0.01% 1122
2024
Q3 		$425K Buy
5,718
+295
+5% +$25.8K 0.01% 1143
2024
Q2 		$508K Buy
5,423
+790
+17% +$74.8K 0.01% 1047
2024
Q1 		$485K Buy
4,633
+339
+8% +$31.3K 0.01% 1083
2023
Q4 		$389K Buy
4,294
+430
+11% +$32.8K 0.01% 1039
2023
Q3 		$315K Buy
3,864
+285
+8% +$21.6K 0.01% 1048
2023
Q2 		$248K Buy
+3,579
New +$272K 0.01% 1015
2020
Q3 		– Sell
-6,896
Closed -$1.38M – 140
2020
Q2 		$1.38M Sell
6,896
-2,874
-29% -$488K 0.53% 68
2020
Q1 		$1.13M Hold
9,770
– – 0.41% 98
2019
Q4 		$1.13M Buy
9,770
+804
+9% +$92.6K 0.41% 98
2019
Q3 		$883K Sell
8,966
-1,525
-15% -$190K 0.38% 93
2019
Q2 		$1.3M Sell
10,491
-6,823
-39% -$740K 0.54% 53
2019
Q1 		$1.43M Sell
17,314
-5,693
-25% -$451K 0.51% 77
2018
Q4 		$1.47M Sell
23,007
-4,549
-17% -$270K 0.62% 45
2018
Q3 		$1.94M Buy
+27,556
New +$1.64M 0.57% 46

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

Empowered Funds's OKTA Position: Q2 2026 in Review

Empowered Funds reduced its Okta (OKTA) stake by 75% in Q2 2026, selling an estimated $11.8M and leaving 42,342 shares worth $5.78M. The position accounts for 0.03% of the portfolio, ranked #649.

Empowered Funds first reported a position in OKTA in Q3 2018 and has held it in 20 quarters since. The position peaked at $13.2M in Q1 2026. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Empowered Funds held 42,342 shares of Okta worth $5.78M as of Q2 2026.
  • Empowered Funds sold 125,359 Okta shares in Q2 2026, an estimated $11.8M.
  • Okta made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #649 holding.
  • Empowered Funds first reported a position in Okta in Q3 2018 and has held it in 20 quarters since.
  • Empowered Funds's Okta position peaked at $13.2M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.