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Principal Securities’s Okta OKTA Stock Holding History

Principal Securities’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 		$318K Sell
2,332
-1,506
-39% -$142K ﹤0.01% 1302
2026
Q1 		$302K Buy
3,838
+344
+10% +$28.5K ﹤0.01% 1197
2025
Q4 		$302K Buy
3,494
+77
+2% +$6.72K ﹤0.01% 1141
2025
Q3 		$313K Buy
3,417
+1,011
+42% +$94.4K 0.01% 1104
2025
Q2 		$241K Buy
2,406
+720
+43% +$76.9K ﹤0.01% 1151
2025
Q1 		$133K Hold
1,686
– – ﹤0.01% 1304
2024
Q4 		$133K Buy
1,686
+204
+14% +$15.8K ﹤0.01% 1304
2024
Q3 		$110K Sell
1,482
-219
-13% -$19.1K ﹤0.01% 1356
2024
Q2 		$159K Buy
1,701
+113
+7% +$10.7K ﹤0.01% 1132
2024
Q1 		$166K Buy
1,588
+1,062
+202% +$98K 0.01% 1091
2023
Q4 		$47.6K Buy
+526
New +$40.1K ﹤0.01% 1512

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

Principal Securities's OKTA Position: Q2 2026 in Review

Principal Securities reduced its Okta (OKTA) stake by 39% in Q2 2026, selling an estimated $142K and leaving 2,332 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Principal Securities first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Principal Securities held 2,332 shares of Okta worth $318K as of Q2 2026.
  • Principal Securities sold 1,506 Okta shares in Q2 2026, an estimated $142K.
  • Okta made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1302 holding.
  • Principal Securities first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.