LPL Financial’s Okta OKTA Stock Holding History

LPL Financial’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
2023 Q3	–	Sell	-5,000	Closed	-$347K	–	4767
2023 Q2	$347K	Buy	+5,000	New	+$380K	﹤0.01%	3727

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

LPL Financial's OKTA Position: Q2 2026 in Review

LPL Financial increased its Okta (OKTA) stake by 32% in Q2 2026, buying an estimated $3.72M and bringing the position to 163,168 shares worth $22.3M. The position accounts for 0.01% of the portfolio, ranked #1504.

LPL Financial first reported a position in OKTA in Q1 2018 and has held it in 34 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

LPL Financial held 163,168 shares of Okta worth $22.3M as of Q2 2026.
LPL Financial bought 39,586 Okta shares in Q2 2026, an estimated $3.72M.
Okta made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1504 holding.
LPL Financial first reported a position in Okta in Q1 2018 and has held it in 34 quarters since.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.