Jones Financial Companies
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Jones Financial Companies’s Okta OKTA Stock Holding History

Jones Financial Companies’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
Q1 		$1.14M Buy
15,630
+9,391
+151% +$779K ﹤0.01% 1664
2025
Q4 		$539K Buy
6,239
+1,532
+33% +$134K ﹤0.01% 1491
2025
Q3 		$429K Buy
4,707
+1,142
+32% +$107K ﹤0.01% 1457
2025
Q2 		$351K Buy
3,565
+892
+33% +$95.3K ﹤0.01% 1424
2025
Q1 		$289K Buy
2,673
+826
+45% +$80.7K ﹤0.01% 1347
2024
Q4 		$146K Buy
1,847
+985
+114% +$76.4K ﹤0.01% 1488
2024
Q3 		$63.8K Buy
862
+306
+55% +$26.7K ﹤0.01% 1555
2024
Q2 		$52K Buy
556
+394
+243% +$37.3K ﹤0.01% 1245
2024
Q1 		$16.9K Buy
+162
New +$14.9K ﹤0.01% 941

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's OKTA Position: Q1 2026 in Review

Jones Financial Companies increased its Okta (OKTA) stake by 151% in Q1 2026, buying an estimated $779K and bringing the position to 15,630 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Jones Financial Companies first reported a position in OKTA in Q1 2024 and has held it in 9 quarters since. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Jones Financial Companies held 15,630 shares of Okta worth $1.14M as of Q1 2026.
  • Jones Financial Companies bought 9,391 Okta shares in Q1 2026, an estimated $779K.
  • Okta made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1664 holding.
  • Jones Financial Companies first reported a position in Okta in Q1 2024 and has held it in 9 quarters since.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.