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Fulcrum Asset Management’s Okta OKTA Stock Holding History

Fulcrum Asset 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 		$4.99M Buy
37,982
+35,866
+1,695% +$3.37M 0.5% 49
2026
Q1 		$160K Buy
2,116
+136
+7% +$11.3K 0.02% 161
2025
Q4 		$173K Sell
1,980
-37
-2% -$3.23K 0.05% 123
2025
Q3 		$185K Sell
2,017
-4,434
-69% -$414K 0.05% 121
2025
Q2 		$645K Buy
+6,451
New +$689K 0.18% 93

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

Fulcrum Asset Management's OKTA Position: Q2 2026 in Review

Fulcrum Asset Management increased its Okta (OKTA) stake by 1,695% in Q2 2026, buying an estimated $3.37M and bringing the position to 37,982 shares worth $4.99M. The position accounts for 0.5% of the portfolio, ranked #49.

Fulcrum Asset Management first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Fulcrum Asset Management held 37,982 shares of Okta worth $4.99M as of Q2 2026.
  • Fulcrum Asset Management bought 35,866 Okta shares in Q2 2026, an estimated $3.37M.
  • Okta made up 0.5% of Fulcrum Asset Management's portfolio in Q2 2026, its #49 holding.
  • Fulcrum Asset Management first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.