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BFC Planning, Inc.’s Okta OKTA Stock Holding History

BFC Planning, Inc.’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 		$71K Buy
520
+261
+101% +$24.5K ﹤0.01% 1380
2026
Q1 		$20.4K Buy
259
+9
+4% +$747 ﹤0.01% 1704
2025
Q4 		$21.6K Sell
250
-29
-10% -$2.53K ﹤0.01% 1723
2025
Q3 		$25.6K Buy
279
+25
+10% +$2.33K ﹤0.01% 1458
2025
Q2 		$25.4K Buy
254
+108
+74% +$11.5K ﹤0.01% 1399
2025
Q1 		$15.4K Sell
146
-9
-6% -$879 ﹤0.01% 1583
2024
Q4 		$12.2K Buy
+155
New +$12K ﹤0.01% 1674

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 $64.1B AUM 28.9% 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 $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFC Planning, Inc.'s OKTA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Okta (OKTA) stake by 101% in Q2 2026, buying an estimated $24.5K and bringing the position to 520 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

BFC Planning, Inc. first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 829 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • BFC Planning, Inc. held 520 shares of Okta worth $71K as of Q2 2026.
  • BFC Planning, Inc. bought 261 Okta shares in Q2 2026, an estimated $24.5K.
  • Okta made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1380 holding.
  • BFC Planning, Inc. first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 829 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.