Raymond James Financial
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Raymond James Financial’s Okta OKTA Stock Holding History

Raymond James Financial’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 		$121M Buy
889,335
+37,223
+4% +$3.5M 0.03% 489
2026
Q1 		$65.3M Buy
852,112
+155,407
+22% +$12.9M 0.02% 714
2025
Q4 		$60.6M Buy
696,705
+6,260
+0.9% +$546K 0.02% 732
2025
Q3 		$63.3M Sell
690,445
-111,599
-14% -$10.4M 0.02% 671
2025
Q2 		$80.2M Buy
802,044
+583,475
+267% +$62.3M 0.03% 558
2025
Q1 		$23M Buy
218,569
+11,473
+6% +$1.12M 0.01% 1203
2024
Q4 		$16.3M Buy
+207,096
New +$16.1M 0.01% 1469

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

Raymond James Financial's OKTA Position: Q2 2026 in Review

Raymond James Financial increased its Okta (OKTA) stake by 4.4% in Q2 2026, buying an estimated $3.5M and bringing the position to 889,335 shares worth $121M. The position accounts for 0.03% of the portfolio, ranked #489.

Raymond James Financial first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Raymond James Financial held 889,335 shares of Okta worth $121M as of Q2 2026.
  • Raymond James Financial bought 37,223 Okta shares in Q2 2026, an estimated $3.5M.
  • Okta made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #489 holding.
  • Raymond James Financial first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.