Frank Rimerman Advisors’s Okta OKTA Stock Holding History

Frank Rimerman 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	$516K	Buy	+3,782	New	+$356K	0.03%	408
2026 Q1	–	Sell	-4,606	Closed	-$398K	–	633
2025 Q4	$398K	Buy	+4,606	New	+$402K	0.03%	437
2025 Q3	–	Sell	-4,340	Closed	-$434K	–	617
2025 Q2	$434K	Sell	4,340 -159	-4%	-$17K	0.03%	376
2025 Q1	$473K	Buy	4,499 +34	+0.8%	+$3.32K	0.04%	318
2024 Q4	$352K	Buy	4,465 +105	+2%	+$8.14K	0.03%	380
2024 Q3	$324K	Sell	4,360 -34	-0.8%	-$2.97K	0.02%	406
2024 Q2	$411K	Buy	4,394 +747	+20%	+$70.7K	0.03%	381
2024 Q1	$382K	Hold	3,647	–	–	0.07%	72
2023 Q4	$330K	Hold	3,647	–	–	0.07%	79
2023 Q3	$297K	Sell	3,647 -3,283	-47%	-$249K	0.07%	74
2023 Q2	$481K	Hold	6,930	–	–	0.11%	59
2023 Q1	$598K	Hold	6,930	–	–	0.17%	55
2022 Q4	$474K	Hold	6,930	–	–	0.15%	53
2022 Q3	$394K	Buy	+6,930	New	+$596K	0.14%	55
2021 Q4	–	Sell	-1,160	Closed	-$275K	–	121
2021 Q3	$275K	Hold	1,160	–	–	0.11%	92
2021 Q2	$284K	Hold	1,160	–	–	0.11%	73
2021 Q1	$256K	Hold	1,160	–	–	0.11%	74
2020 Q4	$295K	Buy	+1,160	New	+$276K	0.13%	71

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Frank Rimerman Advisors's OKTA Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Okta (OKTA) in Q2 2026: 3,782 shares worth $516K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in OKTA as recently as Q4 2025.

Frank Rimerman Advisors first reported a position in OKTA in Q4 2020 and has held it in 18 quarters since. The position peaked at $598K in Q1 2023. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Frank Rimerman Advisors held 3,782 shares of Okta worth $516K as of Q2 2026.
Okta was a new Frank Rimerman Advisors position in Q2 2026.
Okta made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #408 holding.
Frank Rimerman Advisors first reported a position in Okta in Q4 2020 and has held it in 18 quarters since.
Frank Rimerman Advisors's Okta position peaked at $598K in Q1 2023.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.