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My Personal CFO LLC’s Okta OKTA Stock Holding History

My Personal CFO LLC’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 		$9.23M Sell
67,657
-44,147
-39% -$4.15M 3.6% 8
2026
Q1 		$8.8M Buy
111,804
+17,999
+19% +$1.49M 3.85% 6
2025
Q4 		$8.11M Buy
+93,805
New +$8.19M 3.38% 7
2025
Q3 		– Sell
-110,367
Closed -$11M – 135
2025
Q2 		$11M Buy
110,367
+4,205
+4% +$449K 5.02% 5
2025
Q1 		$11.2M Sell
106,162
-13,420
-11% -$1.31M 5.63% 5
2024
Q4 		$9.42M Sell
119,582
-33
-0% -$2.56K 4.83% 4
2024
Q3 		$8.89M Sell
119,615
-12
-0% -$1.05K 4.88% 4
2024
Q2 		$11.2M Sell
119,627
-11
-0% -$1.04K 5.98% 3
2024
Q1 		$12.5M Sell
119,638
-439
-0.4% -$40.5K 7.21% 2
2023
Q4 		$10.9M Buy
120,077
+14,753
+14% +$1.13M 7.08% 2
2023
Q3 		$8.58M Sell
105,324
-10
-0% -$758 6.93% 3
2023
Q2 		$7.3M Hold
105,334
– – 5.74% 3
2023
Q1 		$9.08M Buy
105,334
+88,909
+541% +$6.77M 7.75% 3
2022
Q4 		$7.2M Buy
16,425
+60
+0.4% +$3.43K 6.65% 4
2022
Q3 		$930K Sell
16,365
-89,022
-84% -$7.66M 1.41% 21
2022
Q2 		$9.53M Buy
105,387
+3
+0% +$324 12.23% 1
2022
Q1 		$15.9M Sell
105,384
-81
-0.1% -$14.5K 16.46% 1
2021
Q4 		$23.6M Buy
+105,465
New +$25.1M 20.61% 1

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

My Personal CFO LLC's OKTA Position: Q2 2026 in Review

My Personal CFO LLC reduced its Okta (OKTA) stake by 39% in Q2 2026, selling an estimated $4.15M and leaving 67,657 shares worth $9.23M. The position accounts for 3.6% of the portfolio, ranked #8.

My Personal CFO LLC first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.6M in Q4 2021. 822 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • My Personal CFO LLC held 67,657 shares of Okta worth $9.23M as of Q2 2026.
  • My Personal CFO LLC sold 44,147 Okta shares in Q2 2026, an estimated $4.15M.
  • Okta made up 3.6% of My Personal CFO LLC's portfolio in Q2 2026, its #8 holding.
  • My Personal CFO LLC first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Okta position peaked at $23.6M in Q4 2021.
  • 822 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.