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 Q3	$5.2K	Buy	25 +2	+9%	+$317	﹤0.01%	1805
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

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mather Group's OKTA Position: Q3 2026 in Review

Mather Group increased its Okta (OKTA) stake by 8.7% in Q3 2026, buying an estimated $317 and bringing the position to 25 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Mather Group first reported a position in OKTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $24.3K in Q2 2024. 198 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Mather Group held 25 shares of Okta worth $5.2K as of Q3 2026.
Mather Group bought 2 Okta shares in Q3 2026, an estimated $317.
Okta made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1805 holding.
Mather Group first reported a position in Okta in Q1 2024 and has held it in 9 quarters since.
Mather Group's Okta position peaked at $24.3K in Q2 2024.
198 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.