Oakworth Capital’s Okta OKTA Stock Holding History

Oakworth Capital’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	$6.96K	Hold	51	–	–	﹤0.01%	738
2026 Q1	$4.01K	Hold	51	–	–	﹤0.01%	752
2025 Q4	$4.41K	Hold	51	–	–	﹤0.01%	747
2025 Q3	$4.68K	Buy	+51	New	+$4.76K	﹤0.01%	691

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 $3.38T AUM 44.17% 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

Oakworth Capital's OKTA Position: Q2 2026 in Review

Oakworth Capital held its Okta (OKTA) position steady in Q2 2026 at 51 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Oakworth Capital first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Oakworth Capital held 51 shares of Okta worth $6.96K as of Q2 2026.
Oakworth Capital left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #738 holding.
Oakworth Capital first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.