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MCF Advisors’s Okta OKTA Stock Holding History

MCF Advisors’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 		$27K Sell
198
-2,837
-93% -$267K ﹤0.01% 819
2026
Q1 		$239K Hold
3,035
– – 0.01% 370
2025
Q4 		$262K Hold
3,035
– – 0.01% 266
2025
Q3 		$278K Hold
3,035
– – 0.02% 214
2025
Q2 		$303K Hold
3,035
– – 0.02% 191
2025
Q1 		$319K Hold
3,035
– – 0.02% 184
2024
Q4 		$239K Hold
3,035
– – 0.02% 209
2024
Q3 		$226K Hold
3,035
– – 0.02% 221
2024
Q2 		$284K Hold
3,035
– – 0.02% 190
2024
Q1 		$318K Buy
+3,035
New +$280K 0.02% 184

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

MCF Advisors's OKTA Position: Q2 2026 in Review

MCF Advisors reduced its Okta (OKTA) stake by 93% in Q2 2026, selling an estimated $267K and leaving 198 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

MCF Advisors first reported a position in OKTA in Q1 2024 and has held it in 10 quarters since. The position peaked at $319K in Q1 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • MCF Advisors held 198 shares of Okta worth $27K as of Q2 2026.
  • MCF Advisors sold 2,837 Okta shares in Q2 2026, an estimated $267K.
  • Okta made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #819 holding.
  • MCF Advisors first reported a position in Okta in Q1 2024 and has held it in 10 quarters since.
  • MCF Advisors's Okta position peaked at $319K in Q1 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.