Financial Perspectives’s Okta OKTA Stock Holding History

Financial Perspectives’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	$30.7K	Hold	147	–	–	0.01%	411
2026 Q2	$20.1K	Hold	147	–	–	﹤0.01%	454
2026 Q1	$11.6K	Hold	147	–	–	﹤0.01%	518
2025 Q4	$12.7K	Hold	147	–	–	﹤0.01%	496
2025 Q3	$13.5K	Hold	147	–	–	﹤0.01%	484
2025 Q2	$14.7K	Hold	147	–	–	﹤0.01%	458
2025 Q1	$15.5K	Sell	147 -4	-3%	-$391	0.01%	441
2024 Q4	$11.9K	Hold	151	–	–	﹤0.01%	486
2024 Q3	$11.2K	Hold	151	–	–	﹤0.01%	464
2024 Q2	$14.1K	Hold	151	–	–	0.01%	428
2024 Q1	$15.8K	Hold	151	–	–	0.01%	406
2023 Q4	$13.7K	Hold	151	–	–	0.01%	429
2023 Q3	$12.3K	Hold	151	–	–	0.01%	421
2023 Q2	$10.5K	Hold	151	–	–	﹤0.01%	444
2023 Q1	$13K	Hold	151	–	–	0.01%	416
2022 Q4	$10.3K	Buy	151 +147	+3,675%	+$8.39K	0.01%	440
2022 Q3	$227	Hold	4	–	–	﹤0.01%	673
2022 Q2	$362	Hold	4	–	–	﹤0.01%	662
2022 Q1	$604	Hold	4	–	–	﹤0.01%	655
2021 Q4	$897	Hold	4	–	–	﹤0.01%	610
2021 Q3	$949	Buy	+4	New	+$993	﹤0.01%	618

Other funds holding OKTA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Financial Perspectives's OKTA Position: Q3 2026 in Review

Financial Perspectives held its Okta (OKTA) position steady in Q3 2026 at 147 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #411.

Financial Perspectives first reported a position in OKTA in Q3 2021 and has held it in 21 quarters since. 504 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Financial Perspectives held 147 shares of Okta worth $30.7K as of Q3 2026.
Financial Perspectives left its Okta share count unchanged in Q3 2026.
Okta made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #411 holding.
Financial Perspectives first reported a position in Okta in Q3 2021 and has held it in 21 quarters since.
504 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.