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Smartleaf Asset Management’s Okta OKTA Stock Holding History

Smartleaf Asset 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 		$140K Hold
1,063
– – ﹤0.01% 995
2026
Q1 		$80.2K Sell
1,063
-84
-7% -$6.97K ﹤0.01% 1230
2025
Q4 		$100K Buy
1,147
+389
+51% +$33.9K ﹤0.01% 1181
2025
Q3 		$71.1K Buy
758
+379
+100% +$35.4K ﹤0.01% 1239
2025
Q2 		$37.3K Sell
379
-445
-54% -$47.5K ﹤0.01% 1285
2025
Q1 		$89K Buy
824
+92
+13% +$8.99K 0.01% 879
2024
Q4 		$58.3K Buy
732
+210
+40% +$16.3K 0.01% 1108
2024
Q3 		$38.6K Buy
522
+317
+155% +$27.7K ﹤0.01% 1011
2024
Q2 		$18.9K Buy
205
+168
+454% +$15.9K ﹤0.01% 1059
2024
Q1 		$3.88K Buy
+37
New +$3.41K ﹤0.01% 1301

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

Smartleaf Asset Management's OKTA Position: Q2 2026 in Review

Smartleaf Asset Management held its Okta (OKTA) position steady in Q2 2026 at 1,063 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Smartleaf Asset Management first reported a position in OKTA in Q1 2024 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Smartleaf Asset Management held 1,063 shares of Okta worth $140K as of Q2 2026.
  • Smartleaf Asset Management left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #995 holding.
  • Smartleaf Asset Management first reported a position in Okta in Q1 2024 and has held it in 10 quarters since.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.