Oppenheimer Asset Management’s Okta OKTA Stock Holding History

Oppenheimer Asset 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	$280K	Buy	+2,049	New	+$193K	﹤0.01%	1013
2022 Q2	–	Sell	-3,113	Closed	-$471K	–	1192
2022 Q1	$471K	Buy	3,113 +41	+1%	+$7.35K	0.01%	927
2021 Q4	$689K	Sell	3,072 -18	-0.6%	-$4.29K	0.01%	883
2021 Q3	$733K	Buy	3,090 +502	+19%	+$125K	0.01%	834
2021 Q2	$633K	Buy	2,588 +1,333	+106%	+$322K	0.01%	886
2021 Q1	$277K	Sell	1,255 -3,265	-72%	-$821K	﹤0.01%	1044
2020 Q4	$1.15M	Buy	4,520 +24	+0.5%	+$5.7K	0.02%	647
2020 Q3	$962K	Buy	4,496 +133	+3%	+$27.7K	0.02%	629
2020 Q2	$874K	Buy	4,363 +850	+24%	+$144K	0.02%	634
2020 Q1	$430K	Buy	+3,513	New	+$441K	0.01%	781
2019 Q1	–	Sell	-4,069	Closed	-$260K	–	1636
2018 Q4	$260K	Sell	4,069 -150	-4%	-$8.89K	0.01%	939
2018 Q3	$297K	Sell	4,219 -58	-1%	-$3.45K	0.01%	970
2018 Q2	$215K	Buy	+4,277	New	+$204K	0.01%	1060

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

Oppenheimer Asset Management's OKTA Position: Q2 2026 in Review

Oppenheimer Asset Management opened a new position in Okta (OKTA) in Q2 2026: 2,049 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in OKTA as recently as Q1 2022.

Oppenheimer Asset Management first reported a position in OKTA in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2020. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Oppenheimer Asset Management held 2,049 shares of Okta worth $280K as of Q2 2026.
Okta was a new Oppenheimer Asset Management position in Q2 2026.
Okta made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1013 holding.
Oppenheimer Asset Management first reported a position in Okta in Q2 2018 and has held it in 13 quarters since.
Oppenheimer Asset Management's Okta position peaked at $1.15M in Q4 2020.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.