IFS Group’s Okta OKTA Stock Holding History

IFS Group’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	$716K	Buy	5,250 +485	+10%	+$45.6K	0.98%	31
2026 Q1	$375K	Buy	+4,765	New	+$395K	0.33%	87

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IFS Group's OKTA Position: Q2 2026 in Review

IFS Group increased its Okta (OKTA) stake by 10% in Q2 2026, buying an estimated $45.6K and bringing the position to 5,250 shares worth $716K. The position accounts for 0.98% of the portfolio, ranked #31.

IFS Group first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

IFS Group held 5,250 shares of Okta worth $716K as of Q2 2026.
IFS Group bought 485 Okta shares in Q2 2026, an estimated $45.6K.
Okta made up 0.98% of IFS Group's portfolio in Q2 2026, its #31 holding.
IFS Group first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.