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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
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 		$2.71K 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

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

IFS Advisors's OKTA Position: Q2 2026 in Review

IFS Advisors held its Okta (OKTA) position steady in Q2 2026 at 30 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

IFS Advisors first reported a position in OKTA in Q2 2023 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • IFS Advisors held 30 shares of Okta worth $4.09K as of Q2 2026.
  • IFS Advisors left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #161 holding.
  • IFS Advisors first reported a position in Okta in Q2 2023 and has held it in 13 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.