IFS Advisors’s Okta OKTA Stock Holding History

IFS Advisors’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	$6.27K	Hold	30	–	–	﹤0.01%	347
2026 Q2	$4.09K	Hold	30	–	–	﹤0.01%	161
2026 Q1	$2.36K	Hold	30	–	–	﹤0.01%	178
2025 Q4	$2.59K	Hold	30	–	–	﹤0.01%	151
2025 Q3	$2.75K	Hold	30	–	–	﹤0.01%	139
2025 Q2	$3K	Hold	30	–	–	﹤0.01%	126
2025 Q1	$3.16K	Hold	30	–	–	﹤0.01%	143
2024 Q4	$2.36K	Hold	30	–	–	﹤0.01%	142
2024 Q3	$2.23K	Hold	30	–	–	﹤0.01%	121
2024 Q2	$2.81K	Hold	30	–	–	﹤0.01%	108
2024 Q1	$3.14K	Hold	30	–	–	﹤0.01%	105
2023 Q4	$2.72K	Hold	30	–	–	﹤0.01%	104
2023 Q3	$2.44K	Hold	30	–	–	﹤0.01%	100
2023 Q2	$2.08K	Buy	+30	New	+$2.28K	0.01%	104

Other funds holding OKTA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IFS Advisors's OKTA Position: Q3 2026 in Review

IFS Advisors held its Okta (OKTA) position steady in Q3 2026 at 30 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

IFS Advisors first reported a position in OKTA in Q2 2023 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

IFS Advisors held 30 shares of Okta worth $6.27K as of Q3 2026.
IFS Advisors left its Okta share count unchanged in Q3 2026.
Okta made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #347 holding.
IFS Advisors first reported a position in Okta in Q2 2023 and has held it in 14 quarters since.
479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.