Plato Investment Management’s Okta OKTA Stock Holding History

Plato Investment 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	$904K	Sell	6,663 -4,046	-38%	-$380K	0.05%	285
2026 Q1	$843K	Hold	10,709	–	–	0.06%	284
2025 Q4	$931K	Hold	10,709	–	–	0.06%	277
2025 Q3	$975K	Hold	10,709	–	–	0.07%	265
2025 Q2	$1.07M	Sell	10,709 -18	-0.2%	-$1.92K	0.08%	247
2025 Q1	$1.14M	Sell	10,727 -294	-3%	-$28.7K	0.1%	227
2024 Q4	$872K	Hold	11,021	–	–	0.06%	268
2024 Q3	$818K	Hold	11,021	–	–	0.07%	269
2024 Q2	$1.03M	Buy	11,021 +4,979	+82%	+$471K	0.1%	201
2024 Q1	$632K	Buy	6,042 +5,172	+594%	+$477K	0.07%	246
2023 Q4	$78.8K	Buy	+870	New	+$66.4K	0.1%	180

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

Plato Investment Management's OKTA Position: Q2 2026 in Review

Plato Investment Management reduced its Okta (OKTA) stake by 38% in Q2 2026, selling an estimated $380K and leaving 6,663 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #285.

Plato Investment Management first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Plato Investment Management held 6,663 shares of Okta worth $904K as of Q2 2026.
Plato Investment Management sold 4,046 Okta shares in Q2 2026, an estimated $380K.
Okta made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #285 holding.
Plato Investment Management first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Okta position peaked at $1.14M in Q1 2025.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.