New York Life Investment Management’s Okta OKTA Stock Holding History

New York Life Investment 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	$2.89M	Buy	+21,153	New	+$1.99M	0.02%	481
2024 Q4	–	Sell	-2,774	Closed	-$206K	–	856
2024 Q3	$206K	Buy	2,774 +370	+15%	+$32.3K	﹤0.01%	839
2024 Q2	$225K	Sell	2,404 -156	-6%	-$14.8K	﹤0.01%	839
2024 Q1	$268K	Sell	2,560 -8	-0.3%	-$738	﹤0.01%	1306
2023 Q4	$232K	Sell	2,568 -34	-1%	-$2.59K	﹤0.01%	1275
2023 Q3	$212K	Buy	+2,602	New	+$197K	﹤0.01%	1268
2023 Q2	–	Sell	-2,933	Closed	-$253K	–	1338
2023 Q1	$253K	Sell	2,933 -105	-3%	-$7.99K	﹤0.01%	1176
2022 Q4	$208K	Buy	+3,038	New	+$173K	﹤0.01%	1173
2022 Q3	–	Sell	-2,968	Closed	-$268K	–	1244
2022 Q2	$268K	Buy	+2,968	New	+$321K	﹤0.01%	1186

Other funds holding OKTA

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York Life Investment Management's OKTA Position: Q2 2026 in Review

New York Life Investment Management opened a new position in Okta (OKTA) in Q2 2026: 21,153 shares worth $2.89M. The stake represents 0.02% of the portfolio and ranks #481 among its holdings. This is a return to the name: New York Life Investment Management previously reported a position in OKTA as recently as Q3 2024.

New York Life Investment Management first reported a position in OKTA in Q2 2022 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

New York Life Investment Management held 21,153 shares of Okta worth $2.89M as of Q2 2026.
Okta was a new New York Life Investment Management position in Q2 2026.
Okta made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #481 holding.
New York Life Investment Management first reported a position in Okta in Q2 2022 and has held it in 9 quarters since.
451 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.