Prospera Financial Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.54M | Buy |
17,004
+3,616
| +27% | +$572K | 0.05% | 410 |
|
|
2026
Q2 | $1.83M | Buy |
13,388
+1,186
| +10% | +$112K | 0.03% | 543 |
|
|
2026
Q1 | $960K | Buy |
12,202
+236
| +2% | +$19.6K | 0.02% | 723 |
|
|
2025
Q4 | $1.03M | Sell |
11,966
-7,887
| -40% | -$688K | 0.02% | 660 |
|
|
2025
Q3 | $1.82M | Buy |
19,853
+984
| +5% | +$91.9K | 0.03% | 496 |
|
|
2025
Q2 | $1.89M | Buy |
18,869
+8,346
| +79% | +$891K | 0.04% | 483 |
|
|
2025
Q1 | $1.11M | Sell |
10,523
-20
| -0.2% | -$1.95K | 0.03% | 538 |
|
|
2024
Q4 | $831K | Sell |
10,543
-842
| -7% | -$65.3K | 0.02% | 596 |
|
|
2024
Q3 | $846K | Sell |
11,385
-79
| -0.7% | -$6.9K | 0.02% | 545 |
|
|
2024
Q2 | $1.07M | Sell |
11,464
-1,914
| -14% | -$181K | 0.03% | 485 |
|
|
2024
Q1 | $1.4M | Sell |
13,378
-692
| -5% | -$63.8K | 0.04% | 411 |
|
|
2023
Q4 | $1.27M | Buy |
14,070
+353
| +3% | +$26.9K | 0.04% | 411 |
|
|
2023
Q3 | $1.12M | Buy |
13,717
+73
| +0.5% | +$5.54K | 0.04% | 400 |
|
|
2023
Q2 | $946K | Buy |
13,644
+908
| +7% | +$69K | 0.04% | 432 |
|
|
2023
Q1 | $1.1M | Sell |
12,736
-463
| -4% | -$35.2K | 0.05% | 394 |
|
|
2022
Q4 | $902K | Buy |
13,199
+2,627
| +25% | +$150K | 0.05% | 380 |
|
|
2022
Q3 | $601K | Buy |
10,572
+1,351
| +15% | +$116K | 0.03% | 480 |
|
|
2022
Q2 | $834K | Buy |
9,221
+1,640
| +22% | +$177K | 0.04% | 405 |
|
|
2022
Q1 | $1.14M | Buy |
7,581
+2,019
| +36% | +$362K | 0.05% | 398 |
|
|
2021
Q4 | $1.25M | Buy |
5,562
+214
| +4% | +$51K | 0.05% | 356 |
|
|
2021
Q3 | $1.27M | Sell |
5,348
-381
| -7% | -$94.6K | 0.06% | 326 |
|
|
2021
Q2 | $1.4M | Sell |
5,729
-9,663
| -63% | -$2.33M | 0.07% | 317 |
|
|
2021
Q1 | $3.39M | Sell |
15,392
-414
| -3% | -$104K | 0.2% | 122 |
|
|
2020
Q4 | $4.02M | Buy |
15,806
+10,991
| +228% | +$2.61M | 0.28% | 78 |
|
|
2020
Q3 | $1.03M | Sell |
4,815
-11,804
| -71% | -$2.46M | 0.39% | 56 |
|
|
2020
Q2 | $3.33M | Buy |
16,619
+10,627
| +177% | +$1.8M | 0.29% | 81 |
|
|
2020
Q1 | $733K | Buy |
5,992
+251
| +4% | +$31.5K | 0.08% | 242 |
|
|
2019
Q4 | $662K | Buy |
5,741
+775
| +16% | +$89.2K | 0.05% | 321 |
|
|
2019
Q3 | $489K | Buy |
4,966
+210
| +4% | +$26.2K | 0.05% | 313 |
|
|
2019
Q2 | $587K | Buy |
+4,756
| New | +$516K | 0.07% | 256 |
|
|
2019
Q1 | – | Sell |
-5,684
| Closed | -$363K | – | 406 |
|
|
2018
Q4 | $363K | Buy |
+5,684
| New | +$337K | 0.07% | 251 |
|
Other funds holding OKTA
AHT
Prospera Financial Services's OKTA Position: Q3 2026 in Review
Prospera Financial Services increased its Okta (OKTA) stake by 27% in Q3 2026, buying an estimated $572K and bringing the position to 17,004 shares worth $3.54M. The position accounts for 0.05% of the portfolio, ranked #410.
Prospera Financial Services first reported a position in OKTA in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.02M in Q4 2020. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.
- Prospera Financial Services held 17,004 shares of Okta worth $3.54M as of Q3 2026.
- Prospera Financial Services bought 3,616 Okta shares in Q3 2026, an estimated $572K.
- Okta made up 0.05% of Prospera Financial Services's portfolio in Q3 2026, its #410 holding.
- Prospera Financial Services first reported a position in Okta in Q4 2018 and has held it in 31 quarters since.
- Prospera Financial Services's Okta position peaked at $4.02M in Q4 2020.
- 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.
Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.