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
Q2 		$2.93M Buy
23,548
+7,918
+51% +$745K ﹤0.01% 1424
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 $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 $3.38T AUM 44.17% 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

Jones Financial Companies's OKTA Position: Q2 2026 in Review

Jones Financial Companies increased its Okta (OKTA) stake by 51% in Q2 2026, buying an estimated $745K and bringing the position to 23,548 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Jones Financial Companies first reported a position in OKTA in Q1 2024 and has held it in 10 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Jones Financial Companies held 23,548 shares of Okta worth $2.93M as of Q2 2026.
  • Jones Financial Companies bought 7,918 Okta shares in Q2 2026, an estimated $745K.
  • Okta made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1424 holding.
  • Jones Financial Companies first reported a position in Okta in Q1 2024 and has held it in 10 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.