Massachusetts Financial Services’s Okta OKTA Stock Holding History

Massachusetts Financial Services’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	$421M	Sell	3,060,676 -676,628	-18%	-$63.6M	0.13%	165
2026 Q1	$296M	Sell	3,737,304 -512,530	-12%	-$42.5M	0.1%	192
2025 Q4	$367M	Sell	4,249,834 -385,738	-8%	-$33.7M	0.12%	171
2025 Q3	$425M	Buy	4,635,572 +179,919	+4%	+$16.8M	0.13%	158
2025 Q2	$445M	Buy	4,455,653 +755,709	+20%	+$80.7M	0.14%	159
2025 Q1	$389M	Buy	3,699,944 +2,830,582	+326%	+$276M	0.13%	171
2024 Q4	$68.5M	Buy	869,362 +739,707	+571%	+$57.3M	0.02%	427
2024 Q3	$9.64M	Sell	129,655 -5,128	-4%	-$448K	﹤0.01%	640
2024 Q2	$12.6M	Buy	+134,783	New	+$12.8M	﹤0.01%	622
2022 Q2	–	Sell	-483,204	Closed	-$72.9M	–	873
2022 Q1	$72.9M	Sell	483,204 -137,372	-22%	-$24.6M	0.02%	427
2021 Q4	$139M	Buy	620,576 +7,059	+1%	+$1.68M	0.04%	339
2021 Q3	$146M	Sell	613,517 -18,021	-3%	-$4.47M	0.04%	313
2021 Q2	$155M	Sell	631,538 -142,254	-18%	-$34.3M	0.05%	313
2021 Q1	$171M	Sell	773,792 -242,128	-24%	-$60.8M	0.05%	284
2020 Q4	$258M	Buy	1,015,920 +101,052	+11%	+$24M	0.08%	208
2020 Q3	$196M	Buy	914,868 +306,924	+50%	+$64M	0.07%	218
2020 Q2	$122M	Buy	607,944 +348,213	+134%	+$59.1M	0.05%	283
2020 Q1	$31.8M	Buy	259,731 +22,226	+9%	+$2.79M	0.02%	438
2019 Q4	$27.4M	Sell	237,505 -177,496	-43%	-$20.4M	0.01%	495
2019 Q3	$40.9M	Buy	415,001 +178,588	+76%	+$22.3M	0.02%	423
2019 Q2	$29.2M	Sell	236,413 -167,146	-41%	-$18.1M	0.01%	476
2019 Q1	$33.4M	Buy	403,559 +105,556	+35%	+$8.36M	0.01%	445
2018 Q4	$19M	Buy	298,003 +137,144	+85%	+$8.13M	0.01%	509
2018 Q3	$11.3M	Sell	160,859 -24	-0%	-$1.43K	﹤0.01%	605
2018 Q2	$8.1M	Sell	160,883 -31,799	-17%	-$1.51M	﹤0.01%	648
2018 Q1	$7.68M	Buy	192,682 +1,996	+1%	+$66.6K	﹤0.01%	642
2017 Q4	$4.88M	Buy	190,686 +2,519	+1%	+$70.4K	﹤0.01%	663
2017 Q3	$5.31M	Sell	188,167 -4,534	-2%	-$115K	﹤0.01%	661
2017 Q2	$4.39M	Buy	+192,701	New	+$4.76M	﹤0.01%	682

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services's OKTA Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Okta (OKTA) stake by 18% in Q2 2026, selling an estimated $63.6M and leaving 3,060,676 shares worth $421M. The position accounts for 0.13% of the portfolio, ranked #165.

Massachusetts Financial Services first reported a position in OKTA in Q2 2017 and has held it in 29 quarters since. The position peaked at $445M in Q2 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Massachusetts Financial Services held 3,060,676 shares of Okta worth $421M as of Q2 2026.
Massachusetts Financial Services sold 676,628 Okta shares in Q2 2026, an estimated $63.6M.
Okta made up 0.13% of Massachusetts Financial Services's portfolio in Q2 2026, its #165 holding.
Massachusetts Financial Services first reported a position in Okta in Q2 2017 and has held it in 29 quarters since.
Massachusetts Financial Services's Okta position peaked at $445M in Q2 2025.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.