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Mirabella Financial Services’s Okta OKTA Stock Holding History

Mirabella 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 		$468K Buy
3,429
+300
+10% +$28.2K 0.04% 285
2026
Q1 		$246K Buy
+3,129
New +$260K 0.02% 641
2024
Q3 		– Sell
-9,372
Closed -$877K – 379
2024
Q2 		$877K Buy
+9,372
New +$887K 0.06% 173

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

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

Mirabella Financial Services increased its Okta (OKTA) stake by 9.6% in Q2 2026, buying an estimated $28.2K and bringing the position to 3,429 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #285.

Mirabella Financial Services first reported a position in OKTA in Q2 2024 and has held it in 3 quarters since. The position peaked at $877K in Q2 2024. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Mirabella Financial Services held 3,429 shares of Okta worth $468K as of Q2 2026.
  • Mirabella Financial Services bought 300 Okta shares in Q2 2026, an estimated $28.2K.
  • Okta made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #285 holding.
  • Mirabella Financial Services first reported a position in Okta in Q2 2024 and has held it in 3 quarters since.
  • Mirabella Financial Services's Okta position peaked at $877K in Q2 2024.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.