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	$1.68M	Hold	12,300	–	–	﹤0.01%	871
2026 Q1	$968K	Hold	12,300	–	–	﹤0.01%	982
2025 Q4	$1.06M	Hold	12,300	–	–	﹤0.01%	979
2025 Q3	$1.13M	Hold	12,300	–	–	﹤0.01%	906
2025 Q2	$1.23M	Buy	+12,300	New	+$1.31M	﹤0.01%	758

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.