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Greenleaf Trust’s Okta OKTA Stock Holding History

Greenleaf Trust’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 		$291K Buy
+2,129
New +$200K ﹤0.01% 705
2025
Q3 		– Sell
-2,163
Closed -$216K – 830
2025
Q2 		$216K Sell
2,163
-73
-3% -$7.8K ﹤0.01% 744
2025
Q1 		$235K Buy
+2,236
New +$218K ﹤0.01% 725
2024
Q3 		– Sell
-2,307
Closed -$216K – 846
2024
Q2 		$216K Sell
2,307
-82
-3% -$7.76K ﹤0.01% 738
2024
Q1 		$250K Sell
2,389
-150
-6% -$13.8K ﹤0.01% 669
2023
Q4 		$230K Sell
2,539
-452
-15% -$34.5K ﹤0.01% 676
2023
Q3 		$244K Sell
2,991
-229
-7% -$17.4K ﹤0.01% 648
2023
Q2 		$223K Sell
3,220
-85
-3% -$6.46K ﹤0.01% 692
2023
Q1 		$285K Buy
3,305
+261
+9% +$19.9K ﹤0.01% 621
2022
Q4 		$208K Buy
+3,044
New +$174K ﹤0.01% 694

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

Greenleaf Trust's OKTA Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Okta (OKTA) in Q2 2026: 2,129 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in OKTA as recently as Q2 2025.

Greenleaf Trust first reported a position in OKTA in Q4 2022 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Greenleaf Trust held 2,129 shares of Okta worth $291K as of Q2 2026.
  • Okta was a new Greenleaf Trust position in Q2 2026.
  • Okta made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #705 holding.
  • Greenleaf Trust first reported a position in Okta in Q4 2022 and has held it in 10 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.