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Fortis Capital Management’s Okta OKTA Stock Holding History

Fortis 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 		$202K Buy
+1,479
New +$139K 0.02% 235
2021
Q4 		– Sell
-24,262
Closed -$5.76M – 97
2021
Q3 		$5.76M Buy
24,262
+59
+0.2% +$14.6K 3.07% 3
2021
Q2 		$5.92M Buy
+24,203
New +$5.84M 3.01% 2
2020
Q1 		– Sell
-16,371
Closed -$1.89M – 62
2019
Q4 		$1.89M Buy
+16,371
New +$1.88M 1.67% 25

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

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

Fortis Capital Management opened a new position in Okta (OKTA) in Q2 2026: 1,479 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Fortis Capital Management previously reported a position in OKTA as recently as Q3 2021.

Fortis Capital Management first reported a position in OKTA in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.92M in Q2 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Fortis Capital Management held 1,479 shares of Okta worth $202K as of Q2 2026.
  • Okta was a new Fortis Capital Management position in Q2 2026.
  • Okta made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #235 holding.
  • Fortis Capital Management first reported a position in Okta in Q4 2019 and has held it in 4 quarters since.
  • Fortis Capital Management's Okta position peaked at $5.92M in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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