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
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

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

Farther Finance Advisors's OKTA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Okta (OKTA) stake by 5.1% in Q2 2026, selling an estimated $16.1K and leaving 3,169 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Farther Finance Advisors first reported a position in OKTA in Q4 2022 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Farther Finance Advisors held 3,169 shares of Okta worth $431K as of Q2 2026.
  • Farther Finance Advisors sold 171 Okta shares in Q2 2026, an estimated $16.1K.
  • Okta made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1657 holding.
  • Farther Finance Advisors first reported a position in Okta in Q4 2022 and has held it in 15 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.