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Polaris Financial Partners’s Okta OKTA Stock Holding History

Polaris Financial 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
Q3 		$36K Buy
+169
New +$26.8K 0.02% 207

Other funds holding OKTA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's OKTA Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Okta (OKTA) in Q3 2026: 169 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

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

  • Polaris Financial Partners held 169 shares of Okta worth $36K as of Q3 2026.
  • Okta was a new Polaris Financial Partners position in Q3 2026.
  • Okta made up 0.02% of Polaris Financial Partners's portfolio in Q3 2026, its #207 holding.
  • 7 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.