P
OKTA icon

&Partners’s Okta OKTA Stock Holding History

&Partners’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 		$1.43M Buy
10,503
+330
+3% +$31K 0.01% 1207
2026
Q1 		$799K Sell
10,173
-376
-4% -$31.2K ﹤0.01% 1429
2025
Q4 		$912K Sell
10,549
-16,954
-62% -$1.48M ﹤0.01% 1274
2025
Q3 		$2.52M Buy
27,503
+21,661
+371% +$2.02M 0.02% 663
2025
Q2 		$585K Sell
5,842
-11,318
-66% -$1.21M ﹤0.01% 1275
2025
Q1 		$1.8M Buy
+17,160
New +$1.68M 0.02% 583

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

&Partners's OKTA Position: Q2 2026 in Review

&Partners increased its Okta (OKTA) stake by 3.2% in Q2 2026, buying an estimated $31K and bringing the position to 10,503 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1207.

&Partners first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • &Partners held 10,503 shares of Okta worth $1.43M as of Q2 2026.
  • &Partners bought 330 Okta shares in Q2 2026, an estimated $31K.
  • Okta made up 0.01% of &Partners's portfolio in Q2 2026, its #1207 holding.
  • &Partners first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • &Partners's Okta position peaked at $2.52M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.