Legacy Advisors’s Okta OKTA Stock Holding History

Legacy Advisors’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	$753K	Hold	3,600	–	–	0.07%	142
2026 Q2	$491K	Buy	+3,600	New	+$339K	0.05%	186

Other funds holding OKTA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Legacy Advisors's OKTA Position: Q3 2026 in Review

Legacy Advisors held its Okta (OKTA) position steady in Q3 2026 at 3,600 shares worth $753K. The position accounts for 0.07% of the portfolio, ranked #142.

Legacy Advisors first reported a position in OKTA in Q2 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Legacy Advisors held 3,600 shares of Okta worth $753K as of Q3 2026.
Legacy Advisors left its Okta share count unchanged in Q3 2026.
Okta made up 0.07% of Legacy Advisors's portfolio in Q3 2026, its #142 holding.
Legacy Advisors first reported a position in Okta in Q2 2026 and has held it in 2 quarters since.
812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.