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Mather Group’s Okta OKTA Stock Holding History

Mather Group’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 		$3.12K Hold
23
– – ﹤0.01% 1691
2026
Q1 		$1.8K Buy
+23
New +$1.91K ﹤0.01% 1715
2025
Q4 		– Sell
-62
Closed -$5.67K – 1335
2025
Q3 		$5.67K Buy
+62
New +$5.79K ﹤0.01% 1369
2025
Q2 		– Sell
-66
Closed -$6.95K – 1369
2025
Q1 		$6.95K Hold
66
– – ﹤0.01% 1338
2024
Q4 		$5.19K Sell
66
-10
-13% -$775 ﹤0.01% 1372
2024
Q3 		$5.64K Sell
76
-156
-67% -$13.6K ﹤0.01% 1283
2024
Q2 		$24.3K Buy
232
+181
+355% +$17.1K ﹤0.01% 1222
2024
Q1 		$4.61K Buy
+51
New +$4.7K ﹤0.01% 1366

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

Mather Group's OKTA Position: Q2 2026 in Review

Mather Group held its Okta (OKTA) position steady in Q2 2026 at 23 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Mather Group first reported a position in OKTA in Q1 2024 and has held it in 8 quarters since. The position peaked at $24.3K in Q2 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Mather Group held 23 shares of Okta worth $3.12K as of Q2 2026.
  • Mather Group left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1691 holding.
  • Mather Group first reported a position in Okta in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Okta position peaked at $24.3K in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.