Marshall Wace
OKTA icon

Marshall Wace’s Okta OKTA Stock Holding History

Marshall Wace’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 		$8.94M Sell
65,534
-357,203
-84% -$33.6M 0.01% 1085
2026
Q1 		$33.3M Buy
422,737
+75,021
+22% +$6.23M 0.03% 508
2025
Q4 		$30.1M Sell
347,716
-972,999
-74% -$84.9M 0.03% 495
2025
Q3 		$121M Buy
1,320,715
+203,105
+18% +$19M 0.12% 136
2025
Q2 		$112M Buy
1,117,610
+201,034
+22% +$21.5M 0.13% 149
2025
Q1 		$96.4M Sell
916,576
-2,667,361
-74% -$261M 0.12% 144
2024
Q4 		$282M Buy
3,583,937
+938,509
+35% +$72.8M 0.34% 40
2024
Q3 		$197M Buy
2,645,428
+371,728
+16% +$32.5M 0.24% 67
2024
Q2 		$213M Buy
2,273,700
+1,227,890
+117% +$116M 0.28% 53
2024
Q1 		$109M Sell
1,045,810
-1,113,517
-52% -$103M 0.17% 114
2023
Q4 		$195M Buy
2,159,327
+1,654,961
+328% +$126M 0.33% 47
2023
Q3 		$41.1M Buy
504,366
+431,263
+590% +$32.7M 0.08% 247
2023
Q2 		$5.07M Buy
+73,103
New +$5.55M 0.01% 1017
2023
Q1 		– Sell
-119,873
Closed -$8.19M – 2981
2022
Q4 		$8.19M Sell
119,873
-663,842
-85% -$37.9M 0.02% 911
2022
Q3 		$44.6M Buy
783,715
+411,975
+111% +$35.4M 0.1% 225
2022
Q2 		$33.6M Buy
371,740
+204,665
+122% +$22.1M 0.07% 301
2022
Q1 		$25.2M Buy
167,075
+141,283
+548% +$25.3M 0.05% 411
2021
Q4 		$5.78M Sell
25,792
-118,535
-82% -$28.2M 0.01% 1256
2021
Q3 		$34.3M Buy
144,327
+97,795
+210% +$24.3M 0.14% 139
2021
Q2 		$11.4M Buy
+46,532
New +$11.2M 0.05% 433
2021
Q1 		– Sell
-101,616
Closed -$25.8M – 2754
2020
Q4 		$25.8M Buy
+101,616
New +$24.2M 0.14% 150
2018
Q2 		– Sell
-8,800
Closed -$351K – 808
2018
Q1 		$351K Sell
8,800
-1,343
-13% -$44.8K 0.01% 437
2017
Q4 		$260K Buy
+10,143
New +$284K 0.01% 359

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

Marshall Wace's OKTA Position: Q2 2026 in Review

Marshall Wace reduced its Okta (OKTA) stake by 84% in Q2 2026, selling an estimated $33.6M and leaving 65,534 shares worth $8.94M. The position accounts for 0.01% of the portfolio, ranked #1085.

Marshall Wace first reported a position in OKTA in Q4 2017 and has held it in 23 quarters since. The position peaked at $282M in Q4 2024. 822 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Marshall Wace held 65,534 shares of Okta worth $8.94M as of Q2 2026.
  • Marshall Wace sold 357,203 Okta shares in Q2 2026, an estimated $33.6M.
  • Okta made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1085 holding.
  • Marshall Wace first reported a position in Okta in Q4 2017 and has held it in 23 quarters since.
  • Marshall Wace's Okta position peaked at $282M in Q4 2024.
  • 822 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.