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Peapack-Gladstone Financial Corp’s Okta OKTA Stock Holding History

Peapack-Gladstone Financial Corp’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 		$409K Buy
+3,000
New +$282K ﹤0.01% 546
2026
Q1 		– Sell
-2,500
Closed -$216K – 673
2025
Q4 		$216K Sell
2,500
-200
-7% -$17.5K ﹤0.01% 625
2025
Q3 		$248K Buy
+2,700
New +$252K ﹤0.01% 620

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

Peapack-Gladstone Financial Corp's OKTA Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp opened a new position in Okta (OKTA) in Q2 2026: 3,000 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in OKTA as recently as Q4 2025.

Peapack-Gladstone Financial Corp first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 3,000 shares of Okta worth $409K as of Q2 2026.
  • Okta was a new Peapack-Gladstone Financial Corp position in Q2 2026.
  • Okta made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #546 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.