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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 		$26.1M Buy
+191,500
New +$18M 0.17% 116
2023
Q3 		– Sell
-55,000
Closed -$3.81M – 1882
2023
Q2 		$3.81M Buy
55,000
+40,000
+267% +$3.04M 0.03% 425
2023
Q1 		$1.29M Buy
+15,000
New +$1.14M 0.01% 802

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

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.