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Rossby Financial’s Okta OKTA Stock Holding History

Rossby 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 		$1.5K Sell
11
-493
-98% -$46.4K ﹤0.01% 1813
2026
Q1 		$39.9K Buy
504
+200
+66% +$16.6K 0.01% 807
2025
Q4 		$26.3K Buy
304
+4
+1% +$349 0.01% 671
2025
Q3 		$27.5K Hold
300
– – 0.01% 649
2025
Q2 		$30K Hold
300
– – 0.01% 583
2025
Q1 		$31K Buy
+300
New +$29.3K 0.01% 554

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

Rossby Financial's OKTA Position: Q2 2026 in Review

Rossby Financial reduced its Okta (OKTA) stake by 98% in Q2 2026, selling an estimated $46.4K and leaving 11 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Rossby Financial first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.9K in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Rossby Financial held 11 shares of Okta worth $1.5K as of Q2 2026.
  • Rossby Financial sold 493 Okta shares in Q2 2026, an estimated $46.4K.
  • Okta made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1813 holding.
  • Rossby Financial first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Okta position peaked at $39.9K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.