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MAI Capital Management’s Okta OKTA Stock Holding History

MAI Capital 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
Q2 		$654K Buy
4,796
+537
+13% +$50.5K ﹤0.01% 1172
2026
Q1 		$335K Sell
4,259
-276
-6% -$22.9K ﹤0.01% 1217
2025
Q4 		$392K Buy
4,535
+2,812
+163% +$245K ﹤0.01% 1052
2025
Q3 		$158K Sell
1,723
-229
-12% -$21.4K ﹤0.01% 1355
2025
Q2 		$195K Buy
1,952
+759
+64% +$81.1K ﹤0.01% 1194
2025
Q1 		$126K Sell
1,193
-38
-3% -$3.71K ﹤0.01% 1305
2024
Q4 		$97K Buy
+1,231
New +$95.4K ﹤0.01% 1454

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

MAI Capital Management's OKTA Position: Q2 2026 in Review

MAI Capital Management increased its Okta (OKTA) stake by 13% in Q2 2026, buying an estimated $50.5K and bringing the position to 4,796 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

MAI Capital Management first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • MAI Capital Management held 4,796 shares of Okta worth $654K as of Q2 2026.
  • MAI Capital Management bought 537 Okta shares in Q2 2026, an estimated $50.5K.
  • Okta made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1172 holding.
  • MAI Capital Management first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.