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Evergreen Capital Management’s Okta OKTA Stock Holding History

Evergreen Capital 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 		$861K Sell
6,307
-363
-5% -$34.1K 0.02% 609
2026
Q1 		$525K Buy
6,670
+2,069
+45% +$172K 0.01% 761
2025
Q4 		$398K Sell
4,601
-335
-7% -$29.2K 0.01% 877
2025
Q3 		$453K Buy
4,936
+2,919
+145% +$273K 0.01% 713
2025
Q2 		$202K Buy
2,017
+65
+3% +$6.94K 0.01% 1044
2025
Q1 		$205K Buy
+1,952
New +$191K 0.01% 996

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

Evergreen Capital Management's OKTA Position: Q2 2026 in Review

Evergreen Capital Management reduced its Okta (OKTA) stake by 5.4% in Q2 2026, selling an estimated $34.1K and leaving 6,307 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #609.

Evergreen Capital Management first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Evergreen Capital Management held 6,307 shares of Okta worth $861K as of Q2 2026.
  • Evergreen Capital Management sold 363 Okta shares in Q2 2026, an estimated $34.1K.
  • Okta made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #609 holding.
  • Evergreen Capital Management first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.