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Independent Financial Group’s Okta OKTA Stock Holding History

Independent Financial 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 		$543K Sell
3,980
-2,917
-42% -$274K 0.01% 965
2026
Q1 		$543K Buy
6,897
+2,551
+59% +$212K 0.01% 897
2025
Q4 		$376K Buy
4,346
+276
+7% +$24.1K 0.01% 1043
2025
Q3 		$373K Sell
4,070
-6,162
-60% -$575K 0.01% 982
2025
Q2 		$1.02M Buy
10,232
+4,815
+89% +$514K 0.03% 537
2025
Q1 		$570K Buy
5,417
+134
+3% +$13.1K 0.02% 664
2024
Q4 		$416K Buy
5,283
+1,401
+36% +$109K 0.01% 767
2024
Q3 		$289K Buy
3,882
+900
+30% +$78.6K 0.01% 896
2024
Q2 		$279K Sell
2,982
-4,309
-59% -$408K 0.01% 866
2024
Q1 		$763K Buy
7,291
+3,307
+83% +$305K 0.04% 456
2023
Q4 		$361K Buy
3,984
+250
+7% +$19.1K 0.02% 654
2023
Q3 		$304K Sell
3,734
-218
-6% -$16.5K 0.02% 654
2023
Q2 		$274K Buy
3,952
+22
+0.6% +$1.67K 0.02% 675
2023
Q1 		$339K Buy
3,930
+308
+9% +$23.4K 0.03% 563
2022
Q4 		$247K Buy
+3,622
New +$207K 0.02% 636
2022
Q3 		– Sell
-3,292
Closed -$298K – 773
2022
Q2 		$298K Buy
3,292
+619
+23% +$66.8K 0.03% 508
2022
Q1 		$404K Buy
2,673
+6
+0.2% +$1.07K 0.03% 496
2021
Q4 		$598K Buy
2,667
+564
+27% +$134K 0.05% 377
2021
Q3 		$499K Buy
2,103
+771
+58% +$191K 0.05% 367
2021
Q2 		$326K Buy
1,332
+190
+17% +$45.9K 0.03% 508
2021
Q1 		$252K Buy
1,142
+167
+17% +$42K 0.03% 522
2020
Q4 		$248K Buy
+975
New +$232K 0.04% 474
2020
Q3 		– Sell
-1,282
Closed -$257K – 529
2020
Q2 		$257K Buy
+1,282
New +$218K 0.06% 355

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

Independent Financial Group's OKTA Position: Q2 2026 in Review

Independent Financial Group reduced its Okta (OKTA) stake by 42% in Q2 2026, selling an estimated $274K and leaving 3,980 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #965.

Independent Financial Group first reported a position in OKTA in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Independent Financial Group held 3,980 shares of Okta worth $543K as of Q2 2026.
  • Independent Financial Group sold 2,917 Okta shares in Q2 2026, an estimated $274K.
  • Okta made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #965 holding.
  • Independent Financial Group first reported a position in Okta in Q2 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Okta position peaked at $1.02M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.