Rockefeller Capital Management
OKTA icon

Rockefeller Capital Management’s Okta OKTA Stock Holding History

Rockefeller Capital Management’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 		$18.6M Sell
135,979
-658
-0.5% -$61.9K 0.03% 510
2026
Q1 		$10.8M Sell
136,637
-1,114
-0.8% -$92.4K 0.02% 659
2025
Q4 		$11.9M Sell
137,751
-32,883
-19% -$2.87M 0.02% 610
2025
Q3 		$15.6M Buy
170,634
+46,805
+38% +$4.37M 0.03% 495
2025
Q2 		$12.4M Buy
123,829
+15,763
+15% +$1.68M 0.03% 550
2025
Q1 		$11.4M Buy
108,066
+17,171
+19% +$1.68M 0.03% 534
2024
Q4 		$7.16M Buy
90,895
+32,790
+56% +$2.54M 0.02% 630
2024
Q3 		$4.32M Buy
58,105
+1,441
+3% +$126K 0.01% 755
2024
Q2 		$5.3M Buy
56,664
+28,771
+103% +$2.72M 0.02% 672
2024
Q1 		$2.92M Sell
27,893
-3,930
-12% -$363K 0.01% 865
2023
Q4 		$2.88M Sell
31,823
-6,637
-17% -$506K 0.01% 796
2023
Q3 		$3.13M Sell
38,460
-1,621
-4% -$123K 0.01% 705
2023
Q2 		$2.7M Buy
40,081
+9,867
+33% +$749K 0.01% 754
2023
Q1 		$2.6M Buy
30,214
+4,089
+16% +$311K 0.01% 732
2022
Q4 		$1.78M Buy
26,125
+8,307
+47% +$474K 0.01% 791
2022
Q3 		$1.01M Buy
17,818
+1,202
+7% +$103K 0.01% 1007
2022
Q2 		$1.5M Sell
16,616
-1,879
-10% -$203K 0.01% 856
2022
Q1 		$2.79M Buy
18,495
+2,610
+16% +$468K 0.01% 696
2021
Q4 		$3.56M Buy
15,885
+308
+2% +$73.4K 0.02% 644
2021
Q3 		$3.7M Sell
15,577
-470
-3% -$117K 0.02% 566
2021
Q2 		$3.93M Buy
16,047
+7,820
+95% +$1.89M 0.02% 515
2021
Q1 		$1.81M Sell
8,227
-146
-2% -$36.7K 0.01% 609
2020
Q4 		$2.13M Buy
8,373
+3,077
+58% +$731K 0.02% 505
2020
Q3 		$1.13M Buy
5,296
+232
+5% +$48.4K 0.01% 568
2020
Q2 		$1.01M Buy
5,064
+4,613
+1,023% +$783K 0.01% 546
2020
Q1 		$55K Buy
+451
New +$56.6K ﹤0.01% 1199
2018
Q3 		– Sell
-1,550
Closed -$78K – 779
2018
Q2 		$78K Buy
+1,550
New +$73.8K ﹤0.01% 403

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 $3.37T AUM 44.26% 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

Rockefeller Capital Management's OKTA Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Okta (OKTA) stake by 0.48% in Q2 2026, selling an estimated $61.9K and leaving 135,979 shares worth $18.6M. The position accounts for 0.03% of the portfolio, ranked #510.

Rockefeller Capital Management first reported a position in OKTA in Q2 2018 and has held it in 27 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Rockefeller Capital Management held 135,979 shares of Okta worth $18.6M as of Q2 2026.
  • Rockefeller Capital Management sold 658 Okta shares in Q2 2026, an estimated $61.9K.
  • Okta made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #510 holding.
  • Rockefeller Capital Management first reported a position in Okta in Q2 2018 and has held it in 27 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.