NAAA
OKTA icon

New Age Alpha Advisors’s Okta OKTA Stock Holding History

New Age Alpha 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 		$4.68M Sell
34,279
-663
-2% -$62.4K 0.2% 124
2026
Q1 		$2.75M Sell
34,942
-825
-2% -$68.5K 0.13% 235
2025
Q4 		$3.09M Buy
35,767
+1,605
+5% +$140K 0.13% 226
2025
Q3 		$3.13M Sell
34,162
-1,001
-3% -$93.5K 0.13% 216
2025
Q2 		$3.52M Buy
+35,163
New +$3.76M 0.15% 191

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

New Age Alpha Advisors's OKTA Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Okta (OKTA) stake by 1.9% in Q2 2026, selling an estimated $62.4K and leaving 34,279 shares worth $4.68M. The position accounts for 0.2% of the portfolio, ranked #124.

New Age Alpha Advisors first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • New Age Alpha Advisors held 34,279 shares of Okta worth $4.68M as of Q2 2026.
  • New Age Alpha Advisors sold 663 Okta shares in Q2 2026, an estimated $62.4K.
  • Okta made up 0.2% of New Age Alpha Advisors's portfolio in Q2 2026, its #124 holding.
  • New Age Alpha Advisors first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.