PCM Encore’s Okta OKTA Stock Holding History

PCM Encore’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	$393K	Buy	2,883 +27	+0.9%	+$2.54K	0.07%	265
2026 Q1	$225K	Buy	2,856 +17	+0.6%	+$1.41K	0.05%	386
2025 Q4	$245K	Buy	+2,839	New	+$248K	0.05%	358

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 $3.37T AUM 44.26% 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

PCM Encore's OKTA Position: Q2 2026 in Review

PCM Encore increased its Okta (OKTA) stake by 0.95% in Q2 2026, buying an estimated $2.54K and bringing the position to 2,883 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #265.

PCM Encore first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

PCM Encore held 2,883 shares of Okta worth $393K as of Q2 2026.
PCM Encore bought 27 Okta shares in Q2 2026, an estimated $2.54K.
Okta made up 0.07% of PCM Encore's portfolio in Q2 2026, its #265 holding.
PCM Encore first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.