Left Brain Wealth Management
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Left Brain Wealth Management’s Okta OKTA Stock Holding History

Left Brain Wealth Management’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
Q3 		$435K Buy
+2,080
New +$329K 0.14% 65
2025
Q2 		– Sell
-32,683
Closed -$3.44M – 109
2025
Q1 		$3.44M Sell
32,683
-6,027
-16% -$589K 1.5% 26
2024
Q4 		$3.05M Sell
38,710
-1,355
-3% -$105K 1.15% 32
2024
Q3 		$2.98M Sell
40,065
-238
-0.6% -$20.8K 1.39% 28
2024
Q2 		$3.77M Buy
40,303
+970
+2% +$91.8K 1.76% 24
2024
Q1 		$4.12M Buy
+39,333
New +$3.63M 1.99% 20

Other funds holding OKTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Left Brain Wealth Management's OKTA Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Okta (OKTA) in Q3 2026: 2,080 shares worth $435K. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in OKTA as recently as Q1 2025.

Left Brain Wealth Management first reported a position in OKTA in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.12M in Q1 2024. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Left Brain Wealth Management held 2,080 shares of Okta worth $435K as of Q3 2026.
  • Okta was a new Left Brain Wealth Management position in Q3 2026.
  • Okta made up 0.14% of Left Brain Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Left Brain Wealth Management first reported a position in Okta in Q1 2024 and has held it in 6 quarters since.
  • Left Brain Wealth Management's Okta position peaked at $4.12M in Q1 2024.
  • 812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.