Gradient Investments
OKTA icon

Gradient Investments’s Okta OKTA Stock Holding History

Gradient Investments’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
Q3 		$5.15M Buy
24,634
+1,153
+5% +$183K 0.07% 209
2026
Q2 		$3.2M Buy
23,481
+598
+3% +$56.2K 0.04% 224
2026
Q1 		$1.8M Buy
+22,883
New +$1.9M 0.03% 261
2024
Q3 		– Sell
-3
Closed -$281 – 975
2024
Q2 		$281 Buy
+3
New +$284 ﹤0.01% 1240
2023
Q4 		– Sell
-200
Closed -$16.3K – 1894
2023
Q3 		$16.3K Buy
+200
New +$15.2K ﹤0.01% 710
2023
Q1 		– Sell
-4
Closed -$273 – 1605
2022
Q4 		$273 Sell
4
-7
-64% -$400 ﹤0.01% 1348
2022
Q3 		$1K Sell
11
-3
-21% -$258 ﹤0.01% 1269
2022
Q2 		$1K Sell
14
-38,690
-100% -$4.18M ﹤0.01% 1153
2022
Q1 		$5.84M Buy
38,704
+4,564
+13% +$818K 0.15% 139
2021
Q4 		$7.65M Buy
34,140
+14,332
+72% +$3.41M 0.19% 130
2021
Q3 		$4.7M Buy
19,808
+19,708
+19,708% +$4.89M 0.13% 142
2021
Q2 		$24K Hold
100
– – ﹤0.01% 606
2021
Q1 		$22K Hold
100
– – ﹤0.01% 610
2020
Q4 		$21K Hold
100
– – ﹤0.01% 562
2020
Q3 		$21K Buy
+100
New +$20.8K ﹤0.01% 566
2020
Q2 		– Sell
-100
Closed -$12K – 1157
2020
Q1 		$12K Hold
100
– – ﹤0.01% 618
2019
Q4 		$12K Sell
100
-50
-33% -$5.76K ﹤0.01% 652
2019
Q3 		$15K Hold
150
– – ﹤0.01% 573
2019
Q2 		$19K Buy
+150
New +$16.3K ﹤0.01% 521

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Gradient Investments's OKTA Position: Q3 2026 in Review

Gradient Investments increased its Okta (OKTA) stake by 4.9% in Q3 2026, buying an estimated $183K and bringing the position to 24,634 shares worth $5.15M. The position accounts for 0.07% of the portfolio, ranked #209.

Gradient Investments first reported a position in OKTA in Q2 2019 and has held it in 19 quarters since. The position peaked at $7.65M in Q4 2021. 578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Gradient Investments held 24,634 shares of Okta worth $5.15M as of Q3 2026.
  • Gradient Investments bought 1,153 Okta shares in Q3 2026, an estimated $183K.
  • Okta made up 0.07% of Gradient Investments's portfolio in Q3 2026, its #209 holding.
  • Gradient Investments first reported a position in Okta in Q2 2019 and has held it in 19 quarters since.
  • Gradient Investments's Okta position peaked at $7.65M in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.