River Street Advisors’s Okta OKTA Stock Holding History

River Street Advisors’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	$758K	Hold	5,555	–	–	0.22%	91
2026 Q1	$437K	Buy	+5,555	New	+$461K	0.15%	118

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

River Street Advisors's OKTA Position: Q2 2026 in Review

River Street Advisors held its Okta (OKTA) position steady in Q2 2026 at 5,555 shares worth $758K. The position accounts for 0.22% of the portfolio, ranked #91.

River Street Advisors first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

River Street Advisors held 5,555 shares of Okta worth $758K as of Q2 2026.
River Street Advisors left its Okta share count unchanged in Q2 2026.
Okta made up 0.22% of River Street Advisors's portfolio in Q2 2026, its #91 holding.
River Street Advisors first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.