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Fieldview Capital Management’s Okta OKTA Stock Holding History

Fieldview 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 		– Sell
-2,572
Closed -$202K – 648
2026
Q1 		$202K Sell
2,572
-1,732
-40% -$144K 0.06% 459
2025
Q4 		$372K Sell
4,304
-715
-14% -$62.4K 0.06% 341
2025
Q3 		$460K Buy
+5,019
New +$469K 0.08% 270
2025
Q2 		– Sell
-8,850
Closed -$931K – 474
2025
Q1 		$931K Sell
8,850
-14,557
-62% -$1.42M 0.13% 202
2024
Q4 		$1.84M Buy
+23,407
New +$1.81M 0.28% 107

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

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

Fieldview Capital Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 2,572 shares — an estimated $202K sold.

Fieldview Capital Management first reported a position in OKTA in Q4 2024 and held it in 5 quarters. The position peaked at $1.84M in Q4 2024. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Fieldview Capital Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 2,572 Okta shares in Q2 2026, an estimated $202K.
  • Fieldview Capital Management first reported a position in Okta in Q4 2024 and held it in 5 quarters.
  • Fieldview Capital Management's Okta position peaked at $1.84M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.