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OKTA icon

MOTCO’s Okta OKTA Stock Holding History

MOTCO’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 		$409 Buy
+3
New +$282 ﹤0.01% 711
2024
Q1 		– Sell
-14
Closed -$1.27K – 750
2023
Q4 		$1.27K Hold
14
– – ﹤0.01% 642
2023
Q3 		$1.14K Hold
14
– – ﹤0.01% 701
2023
Q2 		$971 Buy
+14
New +$1.06K ﹤0.01% 766

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

MOTCO's OKTA Position: Q2 2026 in Review

MOTCO opened a new position in Okta (OKTA) in Q2 2026: 3 shares worth $409. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: MOTCO previously reported a position in OKTA as recently as Q4 2023.

MOTCO first reported a position in OKTA in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.27K in Q4 2023. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • MOTCO held 3 shares of Okta worth $409 as of Q2 2026.
  • Okta was a new MOTCO position in Q2 2026.
  • Okta made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #711 holding.
  • MOTCO first reported a position in Okta in Q2 2023 and has held it in 4 quarters since.
  • MOTCO's Okta position peaked at $1.27K in Q4 2023.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.