Ray Dalio
OKTA icon

Ray Dalio’s Okta OKTA Stock Holding History

Ray Dalio’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
-43,649
Closed -$3.44M – 1129
2026
Q1 		$3.44M Sell
43,649
-173,379
-80% -$14.4M 0.02% 508
2025
Q4 		$18.8M Buy
217,028
+76,466
+54% +$6.67M 0.07% 220
2025
Q3 		$12.9M Sell
140,562
-91,068
-39% -$8.5M 0.05% 281
2025
Q2 		$23.2M Buy
+231,630
New +$24.7M 0.09% 161
2025
Q1 		– Sell
-4,533
Closed -$357K – 761
2024
Q4 		$357K Buy
+4,533
New +$351K ﹤0.01% 609
2024
Q2 		– Sell
-22,996
Closed -$2.41M – 923
2024
Q1 		$2.41M Buy
+22,996
New +$2.12M 0.01% 471
2023
Q2 		– Sell
-4,101
Closed -$354K – 753
2023
Q1 		$354K Sell
4,101
-15,543
-79% -$1.18M ﹤0.01% 672
2022
Q4 		$1.34M Buy
19,644
+13,293
+209% +$759K 0.01% 599
2022
Q3 		$361K Buy
+6,351
New +$546K ﹤0.01% 810
2021
Q4 		– Sell
-2,751
Closed -$653K – 790
2021
Q3 		$653K Sell
2,751
-4,505
-62% -$1.12M ﹤0.01% 567
2021
Q2 		$1.78M Buy
+7,256
New +$1.75M 0.01% 511

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 $3.38T AUM 44.17% 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

Ray Dalio's OKTA Position: Q2 2026 in Review

Ray Dalio sold out of Okta (OKTA) in Q2 2026, closing a stake of 43,649 shares — an estimated $3.44M sold.

Ray Dalio first reported a position in OKTA in Q2 2021 and held it in 11 quarters. The position peaked at $23.2M in Q2 2025. 826 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Ray Dalio reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Ray Dalio sold 43,649 Okta shares in Q2 2026, an estimated $3.44M.
  • Ray Dalio first reported a position in Okta in Q2 2021 and held it in 11 quarters.
  • Ray Dalio's Okta position peaked at $23.2M in Q2 2025.
  • 826 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.