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Foundations Investment Advisors’s Okta OKTA Stock Holding History

Foundations Investment 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 		$682K Buy
+4,995
New +$470K 0.01% 681
2025
Q4 		– Sell
-2,431
Closed -$223K – 1164
2025
Q3 		$223K Buy
+2,431
New +$227K ﹤0.01% 966

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's OKTA Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Okta (OKTA) in Q2 2026: 4,995 shares worth $682K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in OKTA as recently as Q3 2025.

Foundations Investment Advisors first reported a position in OKTA in Q3 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Foundations Investment Advisors held 4,995 shares of Okta worth $682K as of Q2 2026.
  • Okta was a new Foundations Investment Advisors position in Q2 2026.
  • Okta made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #681 holding.
  • Foundations Investment Advisors first reported a position in Okta in Q3 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.