MCM
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Manchester Capital Management’s Okta OKTA Stock Holding History

Manchester 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 		$23.6K Sell
173
-18
-9% -$1.69K ﹤0.01% 657
2026
Q1 		$15K Buy
191
+69
+57% +$5.73K ﹤0.01% 733
2025
Q4 		$10.6K Sell
122
-31
-20% -$2.71K ﹤0.01% 774
2025
Q3 		$14K Sell
153
-188
-55% -$17.6K ﹤0.01% 810
2025
Q2 		$34.1K Sell
341
-87
-20% -$9.29K ﹤0.01% 628
2025
Q1 		$45K Buy
428
+2
+0.5% +$195 0.01% 568
2024
Q4 		$33.6K Sell
426
-19
-4% -$1.47K ﹤0.01% 623
2024
Q3 		$33.1K Buy
445
+34
+8% +$2.97K ﹤0.01% 616
2024
Q2 		$38.5K Buy
411
+74
+22% +$7.01K ﹤0.01% 551
2024
Q1 		$35.3K Sell
337
-3
-0.9% -$277 ﹤0.01% 504
2023
Q4 		$30.8K Sell
340
-86
-20% -$6.56K ﹤0.01% 481
2023
Q3 		$34.7K Buy
426
+31
+8% +$2.35K 0.01% 464
2023
Q2 		$27.4K Sell
395
-450
-53% -$34.2K ﹤0.01% 466
2023
Q1 		$72.9K Buy
+845
New +$64.3K 0.01% 385
2021
Q1 		– Sell
-3
Closed -$1K – 744
2020
Q4 		$1K Hold
3
– – ﹤0.01% 673
2020
Q3 		$1K Buy
+3
New +$625 ﹤0.01% 515

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

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

Manchester Capital Management reduced its Okta (OKTA) stake by 9.4% in Q2 2026, selling an estimated $1.69K and leaving 173 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Manchester Capital Management first reported a position in OKTA in Q3 2020 and has held it in 16 quarters since. The position peaked at $72.9K in Q1 2023. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Manchester Capital Management held 173 shares of Okta worth $23.6K as of Q2 2026.
  • Manchester Capital Management sold 18 Okta shares in Q2 2026, an estimated $1.69K.
  • Okta made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #657 holding.
  • Manchester Capital Management first reported a position in Okta in Q3 2020 and has held it in 16 quarters since.
  • Manchester Capital Management's Okta position peaked at $72.9K in Q1 2023.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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