MV Capital Management’s Okta OKTA Stock Holding History

MV Capital Management’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	$5.05K	Buy	37 +31	+517%	+$2.92K	﹤0.01%	644
2026 Q1	$473	Buy	6 +5	+500%	+$415	﹤0.01%	979
2025 Q4	$87	Sell	1 -11	-92%	-$960	﹤0.01%	1115
2025 Q3	$1.1K	Buy	12 +6	+100%	+$560	﹤0.01%	786
2025 Q2	$600	Sell	6 -22	-79%	-$2.35K	﹤0.01%	829
2025 Q1	$2.95K	Buy	+28	New	+$2.73K	﹤0.01%	661
2024 Q4	–	Sell	-1	Closed	-$75	–	1059
2024 Q3	$75	Sell	1 -6	-86%	-$524	﹤0.01%	990
2024 Q2	$656	Sell	7 -1	-13%	-$95	﹤0.01%	719
2024 Q1	$837	Buy	8 +7	+700%	+$646	﹤0.01%	693
2023 Q4	$91	Buy	+1	New	+$76	﹤0.01%	724

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MV Capital Management's OKTA Position: Q2 2026 in Review

MV Capital Management increased its Okta (OKTA) stake by 517% in Q2 2026, buying an estimated $2.92K and bringing the position to 37 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

MV Capital Management first reported a position in OKTA in Q4 2023 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

MV Capital Management held 37 shares of Okta worth $5.05K as of Q2 2026.
MV Capital Management bought 31 Okta shares in Q2 2026, an estimated $2.92K.
Okta made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #644 holding.
MV Capital Management first reported a position in Okta in Q4 2023 and has held it in 10 quarters since.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.