PDS Planning
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PDS Planning’s Okta OKTA Stock Holding History

PDS Planning’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
Q3 		$358K Buy
+1,711
New +$271K 0.02% 392

Other funds holding OKTA

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PDS Planning's OKTA Position: Q3 2026 in Review

PDS Planning opened a new position in Okta (OKTA) in Q3 2026: 1,711 shares worth $358K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

403 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • PDS Planning held 1,711 shares of Okta worth $358K as of Q3 2026.
  • Okta was a new PDS Planning position in Q3 2026.
  • Okta made up 0.02% of PDS Planning's portfolio in Q3 2026, its #392 holding.
  • 403 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.