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Savant Capital’s Okta OKTA Stock Holding History

Savant Capital’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 		$300K Buy
3,060
+430
+16% +$40.4K ﹤0.01% 1507
2026
Q1 		$207K Buy
+2,630
New +$218K ﹤0.01% 1388
2025
Q1 		– Sell
-10,515
Closed -$829K – 1321
2024
Q4 		$829K Buy
+10,515
New +$815K 0.01% 716

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

Savant Capital's OKTA Position: Q2 2026 in Review

Savant Capital increased its Okta (OKTA) stake by 16% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,060 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Savant Capital first reported a position in OKTA in Q4 2024 and has held it in 3 quarters since. The position peaked at $829K in Q4 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Savant Capital held 3,060 shares of Okta worth $300K as of Q2 2026.
  • Savant Capital bought 430 Okta shares in Q2 2026, an estimated $40.4K.
  • Okta made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1507 holding.
  • Savant Capital first reported a position in Okta in Q4 2024 and has held it in 3 quarters since.
  • Savant Capital's Okta position peaked at $829K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.