Lido Advisors
OKTA icon

Lido Advisors’s Okta OKTA Stock Holding History

Lido 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
Q2 		$2.23M Buy
16,336
+1,744
+12% +$164K 0.01% 761
2026
Q1 		$1.15M Sell
14,592
-111
-0.8% -$9.21K ﹤0.01% 912
2025
Q4 		$1.35M Buy
14,703
+4
+0% +$349 ﹤0.01% 865
2025
Q3 		$1.35M Buy
14,699
+18
+0.1% +$1.68K ﹤0.01% 822
2025
Q2 		$1.47M Buy
+14,681
New +$1.57M 0.01% 695
2022
Q1 		– Sell
-988
Closed -$221K – 1069
2021
Q4 		$221K Sell
988
-82
-8% -$19.5K ﹤0.01% 931
2021
Q3 		$253K Buy
+1,070
New +$266K ﹤0.01% 808
2021
Q1 		– Sell
-901
Closed -$229K – 885
2020
Q4 		$229K Buy
+901
New +$214K ﹤0.01% 720

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

Lido Advisors's OKTA Position: Q2 2026 in Review

Lido Advisors increased its Okta (OKTA) stake by 12% in Q2 2026, buying an estimated $164K and bringing the position to 16,336 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #761.

Lido Advisors first reported a position in OKTA in Q4 2020 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Lido Advisors held 16,336 shares of Okta worth $2.23M as of Q2 2026.
  • Lido Advisors bought 1,744 Okta shares in Q2 2026, an estimated $164K.
  • Okta made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #761 holding.
  • Lido Advisors first reported a position in Okta in Q4 2020 and has held it in 8 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.