Root Financial Partners
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Root Financial Partners’s Okta OKTA Stock Holding History

Root Financial Partners’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
Q3 		$112K Buy
+536
New +$84.9K ﹤0.01% 681
2026
Q2 		– Sell
-259
Closed -$20.4K – 2286
2026
Q1 		$20.4K Sell
259
-37
-13% -$3.07K ﹤0.01% 1317
2025
Q4 		$25.6K Buy
296
+10
+3% +$873 ﹤0.01% 1047
2025
Q3 		$26.2K Buy
+286
New +$26.7K ﹤0.01% 973

Other funds holding OKTA

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Root Financial Partners's OKTA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Okta (OKTA) in Q3 2026: 536 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OKTA as recently as Q1 2026.

Root Financial Partners first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Root Financial Partners held 536 shares of Okta worth $112K as of Q3 2026.
  • Okta was a new Root Financial Partners position in Q3 2026.
  • Okta made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #681 holding.
  • Root Financial Partners first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.