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Global Retirement Partners’s Okta OKTA Stock Holding History

Global Retirement Partners’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 		$360K Buy
+2,637
New +$248K 0.01% 1202
2025
Q4 		$234K Sell
2,701
-1,099
-29% -$95.9K ﹤0.01% 1377
2025
Q3 		$348K Sell
3,800
-9,082
-71% -$848K 0.01% 917
2025
Q2 		$1.29M Buy
+12,882
New +$1.38M 0.03% 438
2024
Q4 		$35.5K Sell
450
-10
-2% -$775 ﹤0.01% 1783
2024
Q3 		$34.2K Sell
460
-516
-53% -$45.1K ﹤0.01% 1741
2024
Q2 		$91.4K Buy
976
+663
+212% +$62.8K ﹤0.01% 1246
2024
Q1 		$32.7K Buy
313
+3
+1% +$277 ﹤0.01% 1602
2023
Q4 		$25.6K Sell
310
-37
-11% -$2.82K ﹤0.01% 1642
2023
Q3 		$27.1K Buy
347
+2
+0.6% +$152 ﹤0.01% 1529
2023
Q2 		$23.9K Sell
345
-39
-10% -$2.96K ﹤0.01% 1600
2023
Q1 		$26.9K Buy
384
+7
+2% +$533 ﹤0.01% 1515
2022
Q4 		$25.8K Sell
377
-323
-46% -$18.4K ﹤0.01% 1379
2022
Q3 		$39K Buy
700
+36
+5% +$3.1K ﹤0.01% 1118
2022
Q2 		$60K Hold
664
– – ﹤0.01% 929
2022
Q1 		$52K Buy
+664
New +$119K ﹤0.01% 981
2021
Q4 		– Sell
-40
Closed -$9K – 1288
2021
Q3 		$9K Buy
+40
New +$9.93K ﹤0.01% 1452
2021
Q2 		– Sell
-10
Closed -$2K – 1917
2021
Q1 		$2K Buy
+10
New +$2.51K ﹤0.01% 1653
2020
Q4 		– Sell
-25
Closed -$5K – 1787
2020
Q3 		$5K Sell
25
-31
-55% -$6.46K ﹤0.01% 1326
2020
Q2 		$11K Buy
+56
New +$9.51K ﹤0.01% 1089
2019
Q2 		– Sell
-100
Closed -$8K – 1673
2019
Q1 		$8K Buy
+100
New +$7.92K ﹤0.01% 1118

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

Global Retirement Partners's OKTA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Okta (OKTA) in Q2 2026: 2,637 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OKTA as recently as Q4 2025.

Global Retirement Partners first reported a position in OKTA in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Global Retirement Partners held 2,637 shares of Okta worth $360K as of Q2 2026.
  • Okta was a new Global Retirement Partners position in Q2 2026.
  • Okta made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1202 holding.
  • Global Retirement Partners first reported a position in Okta in Q1 2019 and has held it in 21 quarters since.
  • Global Retirement Partners's Okta position peaked at $1.29M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.