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NewEdge Advisors’s Okta OKTA Stock Holding History

NewEdge 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 		$386K Buy
2,828
+2,373
+522% +$223K ﹤0.01% 2311
2026
Q1 		$35.8K Sell
455
-2,476
-84% -$205K ﹤0.01% 3030
2025
Q4 		$253K Sell
2,931
-1,216
-29% -$106K ﹤0.01% 2431
2025
Q3 		$380K Sell
4,147
-200
-5% -$18.7K ﹤0.01% 2015
2025
Q2 		$435K Sell
4,347
-1,183
-21% -$126K ﹤0.01% 1778
2025
Q1 		$582K Buy
5,530
+4,950
+853% +$483K ﹤0.01% 1498
2024
Q4 		$45.7K Sell
580
-3,364
-85% -$261K ﹤0.01% 2549
2024
Q3 		$293K Hold
3,944
– – ﹤0.01% 1814
2024
Q2 		$369K Sell
3,944
-140
-3% -$13.3K ﹤0.01% 1599
2024
Q1 		$427K Sell
4,084
-150
-4% -$13.8K ﹤0.01% 1438
2023
Q4 		$383K Buy
4,234
+574
+16% +$43.8K ﹤0.01% 1430
2023
Q3 		$298K Sell
3,660
-74
-2% -$5.61K ﹤0.01% 1431
2023
Q2 		$259K Sell
3,734
-10,759
-74% -$817K ﹤0.01% 1520
2023
Q1 		$1.2M Buy
14,493
+10,317
+247% +$785K 0.02% 721
2022
Q4 		$270K Sell
4,176
-849
-17% -$48.5K 0.01% 1054
2022
Q3 		$286K Sell
5,025
-241
-5% -$20.7K ﹤0.01% 1229
2022
Q2 		$476K Buy
+5,266
New +$569K 0.01% 1008
2022
Q1 		– Sell
-7,902
Closed -$1.77M – 1477
2021
Q4 		$1.77M Buy
7,902
+4,830
+157% +$1.15M 0.03% 491
2021
Q3 		$729K Sell
3,072
-42
-1% -$10.4K 0.02% 634
2021
Q2 		$762K Sell
3,114
-114
-4% -$27.5K 0.02% 600
2021
Q1 		$712K Sell
3,228
-1,635
-34% -$411K 0.02% 557
2020
Q4 		$1.24M Buy
4,863
+1,507
+45% +$358K 0.04% 366
2020
Q3 		$718K Sell
3,356
-1,527
-31% -$318K 0.03% 468
2020
Q2 		$977K Buy
4,883
+2,191
+81% +$372K 0.04% 365
2020
Q1 		$329K Buy
2,692
+65
+2% +$8.16K 0.02% 576
2019
Q4 		$303K Hold
2,627
– – 0.01% 656
2019
Q3 		$259K Buy
2,627
+418
+19% +$52.2K 0.01% 677
2019
Q2 		$273K Buy
+2,209
New +$240K 0.02% 545

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

NewEdge Advisors's OKTA Position: Q2 2026 in Review

NewEdge Advisors increased its Okta (OKTA) stake by 522% in Q2 2026, buying an estimated $223K and bringing the position to 2,828 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

NewEdge Advisors first reported a position in OKTA in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.77M in Q4 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • NewEdge Advisors held 2,828 shares of Okta worth $386K as of Q2 2026.
  • NewEdge Advisors bought 2,373 Okta shares in Q2 2026, an estimated $223K.
  • Okta made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2311 holding.
  • NewEdge Advisors first reported a position in Okta in Q2 2019 and has held it in 28 quarters since.
  • NewEdge Advisors's Okta position peaked at $1.77M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.