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Sigma Planning Corp’s Okta OKTA Stock Holding History

Sigma Planning Corp’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 		$620K Buy
+4,544
New +$427K 0.02% 815
2023
Q4 		– Sell
-4,177
Closed -$340K – 1072
2023
Q3 		$340K Buy
4,177
+710
+20% +$53.8K 0.01% 870
2023
Q2 		$240K Buy
+3,467
New +$263K 0.01% 1022
2022
Q2 		– Sell
-1,434
Closed -$216K – 1389
2022
Q1 		$216K Sell
1,434
-3,061
-68% -$549K 0.01% 1213
2021
Q4 		$1.01M Buy
4,495
+17
+0.4% +$4.05K 0.03% 542
2021
Q3 		$1.06M Sell
4,478
-878
-16% -$218K 0.03% 515
2021
Q2 		$1.31M Buy
5,356
+911
+20% +$220K 0.04% 461
2021
Q1 		$980K Sell
4,445
-73
-2% -$18.3K 0.03% 505
2020
Q4 		$1.15M Sell
4,518
-626
-12% -$149K 0.04% 405
2020
Q3 		$1.1M Buy
5,144
+221
+4% +$46.1K 0.04% 373
2020
Q2 		$986K Sell
4,923
-1,918
-28% -$326K 0.04% 397
2020
Q1 		$836K Sell
6,841
-2,049
-23% -$257K 0.05% 359
2019
Q4 		$1.03M Sell
8,890
-2,836
-24% -$327K 0.04% 399
2019
Q3 		$1.16M Sell
11,726
-555
-5% -$69.3K 0.06% 340
2019
Q2 		$1.52M Buy
12,281
+830
+7% +$90.1K 0.08% 267
2019
Q1 		$947K Buy
11,451
+5,868
+105% +$465K 0.05% 330
2018
Q4 		$356K Buy
5,583
+2,442
+78% +$145K 0.03% 542
2018
Q3 		$221K Buy
+3,141
New +$187K 0.01% 838

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

Sigma Planning Corp's OKTA Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Okta (OKTA) in Q2 2026: 4,544 shares worth $620K. The stake represents 0.02% of the portfolio and ranks #815 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in OKTA as recently as Q3 2023.

Sigma Planning Corp first reported a position in OKTA in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2019. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sigma Planning Corp held 4,544 shares of Okta worth $620K as of Q2 2026.
  • Okta was a new Sigma Planning Corp position in Q2 2026.
  • Okta made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #815 holding.
  • Sigma Planning Corp first reported a position in Okta in Q3 2018 and has held it in 18 quarters since.
  • Sigma Planning Corp's Okta position peaked at $1.52M in Q2 2019.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.