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Essential Partners’s Okta OKTA Stock Holding History

Essential 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 		$12.7K Sell
93
-21
-18% -$1.98K 0.01% 1102
2026
Q1 		$8.97K Sell
114
-231
-67% -$19.2K ﹤0.01% 1312
2025
Q4 		$29.8K Sell
345
-813
-70% -$70.9K 0.01% 768
2025
Q3 		$106K Sell
1,158
-3,933
-77% -$367K 0.04% 421
2025
Q2 		$509K Buy
+5,091
New +$544K 0.2% 154

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 $3.38T AUM 44.17% 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

Essential Partners's OKTA Position: Q2 2026 in Review

Essential Partners reduced its Okta (OKTA) stake by 18% in Q2 2026, selling an estimated $1.98K and leaving 93 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #1102.

Essential Partners first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $509K in Q2 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Essential Partners held 93 shares of Okta worth $12.7K as of Q2 2026.
  • Essential Partners sold 21 Okta shares in Q2 2026, an estimated $1.98K.
  • Okta made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1102 holding.
  • Essential Partners first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Okta position peaked at $509K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.