FFA
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Farther Finance Advisors’s Okta OKTA Stock Holding History

Farther Finance Advisors’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
Q3 		$699K Buy
3,344
+175
+6% +$27.7K ﹤0.01% 1348
2026
Q2 		$431K Sell
3,169
-171
-5% -$16.1K ﹤0.01% 1657
2026
Q1 		$264K Sell
3,340
-263
-7% -$21.8K ﹤0.01% 1823
2025
Q4 		$312K Sell
3,603
-175
-5% -$15.3K ﹤0.01% 1629
2025
Q3 		$346K Buy
3,778
+316
+9% +$29.5K 0.01% 1297
2025
Q2 		$346K Buy
3,462
+1,234
+55% +$132K 0.01% 1109
2025
Q1 		$233K Buy
2,228
+1,647
+283% +$161K 0.01% 1168
2024
Q4 		$45.8K Sell
581
-21
-3% -$1.63K ﹤0.01% 1705
2024
Q3 		$44.7K Buy
602
+5
+0.8% +$437 ﹤0.01% 1710
2024
Q2 		$56.5K Buy
597
+45
+8% +$4.26K ﹤0.01% 1366
2024
Q1 		$57.1K Buy
552
+23
+4% +$2.12K ﹤0.01% 1138
2023
Q4 		$47.9K Buy
529
+345
+188% +$26.3K ﹤0.01% 1051
2023
Q3 		$15K Buy
184
+110
+149% +$8.34K ﹤0.01% 1164
2023
Q2 		$5.13K Sell
74
-31
-30% -$2.35K ﹤0.01% 1424
2023
Q1 		$9.05K Sell
105
-81
-44% -$6.17K ﹤0.01% 1149
2022
Q4 		$12.7K Buy
+186
New +$10.6K ﹤0.01% 869

Other funds holding OKTA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's OKTA Position: Q3 2026 in Review

Farther Finance Advisors increased its Okta (OKTA) stake by 5.5% in Q3 2026, buying an estimated $27.7K and bringing the position to 3,344 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Farther Finance Advisors first reported a position in OKTA in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Farther Finance Advisors held 3,344 shares of Okta worth $699K as of Q3 2026.
  • Farther Finance Advisors bought 175 Okta shares in Q3 2026, an estimated $27.7K.
  • Okta made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1348 holding.
  • Farther Finance Advisors first reported a position in Okta in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.