Rather & Kittrell’s Okta OKTA Stock Holding History

Rather & Kittrell’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	–	Sell	-2,785	Closed	-$219K	–	112
2026 Q1	$219K	Sell	2,785 -6	-0.2%	-$498	0.03%	105
2025 Q4	$241K	Buy	2,791 +9	+0.3%	+$785	0.04%	97
2025 Q3	$255K	Buy	2,782 +47	+2%	+$4.39K	0.04%	87
2025 Q2	$273K	Buy	2,735 +2	+0.1%	+$214	0.05%	79
2025 Q1	$288K	Sell	2,733 -1,246	-31%	-$122K	0.06%	75
2024 Q4	$314K	Sell	3,979 -1,653	-29%	-$128K	0.07%	72
2024 Q3	$419K	Buy	5,632 +4	+0.1%	+$350	0.1%	61
2024 Q2	$527K	Hold	5,628	–	–	0.15%	54
2024 Q1	$589K	Hold	5,628	–	–	0.18%	49
2023 Q4	$510K	Sell	5,628 -1,082	-16%	-$82.5K	0.18%	49
2023 Q3	$547K	Hold	6,710	–	–	0.22%	42
2023 Q2	$465K	Sell	6,710 -4,794	-42%	-$364K	0.19%	48
2023 Q1	$992K	Buy	+11,504	New	+$876K	0.45%	32

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 $3.37T AUM 44.26% 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

Rather & Kittrell's OKTA Position: Q2 2026 in Review

Rather & Kittrell sold out of Okta (OKTA) in Q2 2026, closing a stake of 2,785 shares — an estimated $219K sold.

Rather & Kittrell first reported a position in OKTA in Q1 2023 and held it in 13 quarters. The position peaked at $992K in Q1 2023. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Rather & Kittrell reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Rather & Kittrell sold 2,785 Okta shares in Q2 2026, an estimated $219K.
Rather & Kittrell first reported a position in Okta in Q1 2023 and held it in 13 quarters.
Rather & Kittrell's Okta position peaked at $992K in Q1 2023.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.