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FourThought Financial Partners’s Okta OKTA Stock Holding History

FourThought Financial Partners’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 		$340K Buy
+2,491
New +$234K 0.03% 254
2025
Q2 		– Sell
-2,027
Closed -$213K – 327
2025
Q1 		$213K Buy
+2,027
New +$198K 0.02% 298

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

FourThought Financial Partners's OKTA Position: Q2 2026 in Review

FourThought Financial Partners opened a new position in Okta (OKTA) in Q2 2026: 2,491 shares worth $340K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: FourThought Financial Partners previously reported a position in OKTA as recently as Q1 2025.

FourThought Financial Partners first reported a position in OKTA in Q1 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • FourThought Financial Partners held 2,491 shares of Okta worth $340K as of Q2 2026.
  • Okta was a new FourThought Financial Partners position in Q2 2026.
  • Okta made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #254 holding.
  • FourThought Financial Partners first reported a position in Okta in Q1 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.