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Gerber Kawasaki Wealth & Investment Management’s Okta OKTA Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$319K Buy
+2,340
New +$220K 0.01% 290
2021
Q4 		– Sell
-5
Closed -$5K – 828
2021
Q3 		$5K Buy
+5
New +$1.24K ﹤0.01% 767

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's OKTA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Okta (OKTA) in Q2 2026: 2,340 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in OKTA as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in OKTA in Q3 2021 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,340 shares of Okta worth $319K as of Q2 2026.
  • Okta was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
  • Okta made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #290 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Okta in Q3 2021 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.