Envestnet Asset Management
OKTA icon

Envestnet Asset Management’s Okta OKTA Stock Holding History

Envestnet Asset 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
2026
Q2 		$31.1M Buy
227,871
+19,822
+10% +$1.86M 0.01% 1142
2026
Q1 		$16.4M Buy
208,049
+95,258
+84% +$7.91M ﹤0.01% 1496
2025
Q4 		$9.75M Buy
112,791
+22,162
+24% +$1.93M ﹤0.01% 1704
2025
Q3 		$8.31M Buy
90,629
+3,089
+4% +$288K ﹤0.01% 1885
2025
Q2 		$8.75M Sell
87,540
-8,677
-9% -$927K ﹤0.01% 1809
2025
Q1 		$10.1M Buy
96,217
+39,189
+69% +$3.83M ﹤0.01% 1650
2024
Q4 		$4.49M Sell
57,028
-32,761
-36% -$2.54M ﹤0.01% 2172
2024
Q3 		$6.67M Sell
89,789
-235,513
-72% -$20.6M ﹤0.01% 1914
2024
Q2 		$30.5M Buy
325,302
+111,415
+52% +$10.5M 0.01% 895
2024
Q1 		$22.4M Buy
213,887
+98,162
+85% +$9.05M 0.01% 1042
2023
Q4 		$10.5M Sell
115,725
-2,852
-2% -$218K ﹤0.01% 1417
2023
Q3 		$9.67M Buy
118,577
+7,286
+7% +$552K ﹤0.01% 1391
2023
Q2 		$7.72M Buy
111,291
+14,557
+15% +$1.11M ﹤0.01% 1449
2023
Q1 		$8.34M Sell
96,734
-4,205
-4% -$320K ﹤0.01% 1342
2022
Q4 		$6.9M Sell
100,939
-18,495
-15% -$1.06M ﹤0.01% 1415
2022
Q3 		$6.79M Buy
119,434
+7,268
+6% +$625K ﹤0.01% 1351
2022
Q2 		$10.1M Sell
112,166
-80,608
-42% -$8.7M 0.01% 1137
2022
Q1 		$29.1M Sell
192,774
-34,259
-15% -$6.14M 0.01% 680
2021
Q4 		$50.9M Buy
227,033
+3,450
+2% +$822K 0.03% 490
2021
Q3 		$53.1M Buy
223,583
+14,791
+7% +$3.67M 0.03% 440
2021
Q2 		$51.1M Buy
208,792
+10,790
+5% +$2.6M 0.03% 449
2021
Q1 		$43.6M Buy
198,002
+55,987
+39% +$14.1M 0.03% 445
2020
Q4 		$36.1M Buy
142,015
+22,099
+18% +$5.25M 0.03% 437
2020
Q3 		$25.6M Buy
119,916
+26,365
+28% +$5.5M 0.02% 474
2020
Q2 		$18.7M Buy
93,551
+29,460
+46% +$5M 0.02% 546
2020
Q1 		$7.84M Buy
64,091
+21,742
+51% +$2.73M 0.01% 774
2019
Q4 		$4.89M Buy
42,349
+15,206
+56% +$1.75M 0.01% 1138
2019
Q3 		$2.67M Buy
27,143
+8,838
+48% +$1.1M ﹤0.01% 1391
2019
Q2 		$2.26M Buy
18,305
+11,120
+155% +$1.21M ﹤0.01% 1484
2019
Q1 		$594K Buy
+7,185
New +$569K ﹤0.01% 2234

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

Envestnet Asset Management's OKTA Position: Q2 2026 in Review

Envestnet Asset Management increased its Okta (OKTA) stake by 9.5% in Q2 2026, buying an estimated $1.86M and bringing the position to 227,871 shares worth $31.1M. The position accounts for 0.01% of the portfolio, ranked #1142.

Envestnet Asset Management first reported a position in OKTA in Q1 2019 and has held it in 30 quarters since. The position peaked at $53.1M in Q3 2021. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Envestnet Asset Management held 227,871 shares of Okta worth $31.1M as of Q2 2026.
  • Envestnet Asset Management bought 19,822 Okta shares in Q2 2026, an estimated $1.86M.
  • Okta made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1142 holding.
  • Envestnet Asset Management first reported a position in Okta in Q1 2019 and has held it in 30 quarters since.
  • Envestnet Asset Management's Okta position peaked at $53.1M in Q3 2021.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.