Jefferies Financial Group’s Okta OKTA Stock Holding History

Jefferies 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	$89.9K	Buy	+659	New	+$62K	﹤0.01%	1548
2025 Q2	–	Sell	-3,016	Closed	-$317K	–	1673
2025 Q1	$317K	Sell	3,016 -1,984	-40%	-$194K	﹤0.01%	1215
2024 Q4	$394K	Buy	+5,000	New	+$388K	﹤0.01%	1180
2024 Q1	–	Sell	-5,473	Closed	-$495K	–	1903
2023 Q4	$495K	Buy	+5,473	New	+$418K	﹤0.01%	1221
2023 Q3	–	Sell	-10,000	Closed	-$694K	–	1883
2023 Q2	$694K	Sell	10,000 -55,594	-85%	-$4.22M	0.01%	1062
2023 Q1	$5.66M	Buy	65,594 +62,557	+2,060%	+$4.76M	0.05%	329
2022 Q4	$208K	Buy	+3,037	New	+$173K	﹤0.01%	1289

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

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

Jefferies Financial Group opened a new position in Okta (OKTA) in Q2 2026: 659 shares worth $89.9K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in OKTA as recently as Q1 2025.

Jefferies Financial Group first reported a position in OKTA in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.66M in Q1 2023. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Jefferies Financial Group held 659 shares of Okta worth $89.9K as of Q2 2026.
Okta was a new Jefferies Financial Group position in Q2 2026.
Okta made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1548 holding.
Jefferies Financial Group first reported a position in Okta in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's Okta position peaked at $5.66M in Q1 2023.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.