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Joel Greenblatt’s Okta OKTA Stock Holding History

Joel Greenblatt’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 		$9.52M Sell
69,754
-55,314
-44% -$5.2M 0.02% 807
2026
Q1 		$9.84M Buy
125,068
+42,898
+52% +$3.56M 0.03% 699
2025
Q4 		$7.11M Sell
82,170
-851
-1% -$74.3K 0.03% 736
2025
Q3 		$7.61M Buy
83,021
+68,743
+481% +$6.42M 0.03% 656
2025
Q2 		$1.43M Sell
14,278
-20,344
-59% -$2.17M 0.01% 1035
2025
Q1 		$3.64M Buy
34,622
+19,134
+124% +$1.87M 0.03% 614
2024
Q4 		$1.22M Buy
+15,488
New +$1.2M 0.01% 858
2024
Q3 		– Sell
-16,141
Closed -$1.51M – 1491
2024
Q2 		$1.51M Sell
16,141
-29,189
-64% -$2.76M 0.02% 765
2024
Q1 		$4.74M Buy
+45,330
New +$4.18M 0.07% 374
2023
Q4 		– Sell
-33,667
Closed -$2.74M – 1398
2023
Q3 		$2.74M Buy
+33,667
New +$2.55M 0.06% 460
2023
Q2 		– Sell
-30,456
Closed -$2.63M – 1389
2023
Q1 		$2.63M Buy
30,456
+7,389
+32% +$562K 0.06% 416
2022
Q4 		$1.58M Buy
+23,067
New +$1.32M 0.04% 509
2019
Q3 		– Sell
-4,635
Closed -$572K – 1183
2019
Q2 		$572K Buy
+4,635
New +$503K 0.01% 761
2019
Q1 		– Sell
-13,688
Closed -$873K – 1217
2018
Q4 		$873K Buy
+13,688
New +$811K 0.01% 658

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

Joel Greenblatt's OKTA Position: Q2 2026 in Review

Joel Greenblatt reduced its Okta (OKTA) stake by 44% in Q2 2026, selling an estimated $5.2M and leaving 69,754 shares worth $9.52M. The position accounts for 0.02% of the portfolio, ranked #807.

Joel Greenblatt first reported a position in OKTA in Q4 2018 and has held it in 14 quarters since. The position peaked at $9.84M in Q1 2026. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Joel Greenblatt held 69,754 shares of Okta worth $9.52M as of Q2 2026.
  • Joel Greenblatt sold 55,314 Okta shares in Q2 2026, an estimated $5.2M.
  • Okta made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #807 holding.
  • Joel Greenblatt first reported a position in Okta in Q4 2018 and has held it in 14 quarters since.
  • Joel Greenblatt's Okta position peaked at $9.84M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.