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Gilbert & Cook’s Okta OKTA Stock Holding History

Gilbert & Cook’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 		$975K Sell
7,143
-144
-2% -$13.5K 0.11% 93
2026
Q1 		$574K Sell
7,287
-76
-1% -$6.31K 0.07% 136
2025
Q4 		$637K Buy
7,363
+39
+0.5% +$3.4K 0.08% 128
2025
Q3 		$672K Sell
7,324
-2,151
-23% -$201K 0.09% 112
2025
Q2 		$947K Buy
9,475
+198
+2% +$21.1K 0.13% 72
2025
Q1 		$976K Sell
9,277
-42
-0.5% -$4.1K 0.14% 70
2024
Q4 		$734K Sell
9,319
-4,343
-32% -$337K 0.1% 96
2024
Q3 		$1.02M Sell
13,662
-368
-3% -$32.2K 0.14% 68
2024
Q2 		$1.31M Sell
14,030
-1,407
-9% -$133K 0.19% 42
2024
Q1 		$1.61M Buy
15,437
+241
+2% +$22.2K 0.22% 39
2023
Q4 		$1.38M Buy
15,196
+2,676
+21% +$204K 0.19% 47
2023
Q3 		$1.02M Buy
12,520
+8,384
+203% +$636K 0.16% 53
2023
Q2 		$287K Buy
+4,136
New +$314K 0.05% 172

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

Gilbert & Cook's OKTA Position: Q2 2026 in Review

Gilbert & Cook reduced its Okta (OKTA) stake by 2% in Q2 2026, selling an estimated $13.5K and leaving 7,143 shares worth $975K. The position accounts for 0.11% of the portfolio, ranked #93.

Gilbert & Cook first reported a position in OKTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q1 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Gilbert & Cook held 7,143 shares of Okta worth $975K as of Q2 2026.
  • Gilbert & Cook sold 144 Okta shares in Q2 2026, an estimated $13.5K.
  • Okta made up 0.11% of Gilbert & Cook's portfolio in Q2 2026, its #93 holding.
  • Gilbert & Cook first reported a position in Okta in Q2 2023 and has held it in 13 quarters since.
  • Gilbert & Cook's Okta position peaked at $1.61M in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.