Mercer Global Advisors
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Mercer Global Advisors’s Okta OKTA Stock Holding History

Mercer Global 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 		$1.48M Sell
10,845
-3,241
-23% -$305K ﹤0.01% 1512
2026
Q1 		$1.11M Buy
14,086
+3,891
+38% +$323K ﹤0.01% 1508
2025
Q4 		$882K Sell
10,195
-7,279
-42% -$635K ﹤0.01% 1523
2025
Q3 		$1.6M Buy
17,474
+6,852
+65% +$640K ﹤0.01% 1134
2025
Q2 		$1.06M Buy
10,622
+1,259
+13% +$134K ﹤0.01% 1183
2025
Q1 		$985K Buy
9,363
+3,717
+66% +$363K ﹤0.01% 1154
2024
Q4 		$445K Buy
5,646
+171
+3% +$13.3K ﹤0.01% 1509
2024
Q3 		$398K Buy
5,475
+1,848
+51% +$161K ﹤0.01% 1473
2024
Q2 		$340K Buy
3,627
+66
+2% +$6.25K ﹤0.01% 1515
2024
Q1 		$388K Sell
3,561
-574
-14% -$52.9K ﹤0.01% 1420
2023
Q4 		$374K Buy
4,135
+782
+23% +$59.7K ﹤0.01% 1490
2023
Q3 		$273K Buy
3,353
+75
+2% +$5.69K ﹤0.01% 1592
2023
Q2 		$227K Buy
3,278
+235
+8% +$17.8K ﹤0.01% 1669
2023
Q1 		$262K Buy
3,043
+94
+3% +$7.16K ﹤0.01% 1586
2022
Q4 		$201K Buy
+2,949
New +$168K ﹤0.01% 1717
2022
Q2 		– Sell
-4,338
Closed -$655K – 1892
2022
Q1 		$655K Sell
4,338
-148
-3% -$26.5K ﹤0.01% 1098
2021
Q4 		$1.01M Buy
4,486
+574
+15% +$137K 0.01% 881
2021
Q3 		$928K Buy
3,912
+208
+6% +$51.6K 0.01% 890
2021
Q2 		$906K Sell
3,704
-1,905
-34% -$460K 0.01% 884
2021
Q1 		$1.24M Sell
5,609
-230
-4% -$57.8K 0.01% 706
2020
Q4 		$1.49M Buy
5,839
+1,419
+32% +$337K 0.02% 501
2020
Q3 		$945K Sell
4,420
-41
-0.9% -$8.55K 0.01% 570
2020
Q2 		$893K Buy
4,461
+2,526
+131% +$429K 0.02% 510
2020
Q1 		$237K Sell
1,935
-391
-17% -$49.1K 0.01% 895
2019
Q4 		$268K Sell
2,326
-1,533
-40% -$176K 0.01% 961
2019
Q3 		$379K Sell
3,859
-1,712
-31% -$214K 0.01% 803
2019
Q2 		$688K Buy
5,571
+166
+3% +$18K 0.02% 571
2019
Q1 		$447K Buy
+5,405
New +$428K 0.02% 674

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

Mercer Global Advisors's OKTA Position: Q2 2026 in Review

Mercer Global Advisors reduced its Okta (OKTA) stake by 23% in Q2 2026, selling an estimated $305K and leaving 10,845 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Mercer Global Advisors first reported a position in OKTA in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.6M in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Mercer Global Advisors held 10,845 shares of Okta worth $1.48M as of Q2 2026.
  • Mercer Global Advisors sold 3,241 Okta shares in Q2 2026, an estimated $305K.
  • Okta made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1512 holding.
  • Mercer Global Advisors first reported a position in Okta in Q1 2019 and has held it in 28 quarters since.
  • Mercer Global Advisors's Okta position peaked at $1.6M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.