Snowden Capital Advisors’s Okta OKTA Stock Holding History

Snowden Capital Advisors’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	$265K	Buy	+1,943	New	+$183K	0.01%	1139
2025 Q2	–	Sell	-2,072	Closed	-$218K	–	1250
2025 Q1	$218K	Buy	+2,072	New	+$202K	0.01%	1126
2022 Q2	–	Sell	-1,904	Closed	-$287K	–	1162
2022 Q1	$287K	Buy	1,904 +433	+29%	+$77.6K	0.01%	844
2021 Q4	$329K	Buy	1,471 +125	+9%	+$29.8K	0.02%	550
2021 Q3	$319K	Buy	1,346 +376	+39%	+$93.4K	0.02%	668
2021 Q2	$237K	Sell	970 -30	-3%	-$7.24K	0.01%	791
2021 Q1	$220K	Buy	1,000 +100	+11%	+$25.1K	0.01%	732
2020 Q4	$229K	Buy	+900	New	+$214K	0.02%	599

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Snowden Capital Advisors's OKTA Position: Q2 2026 in Review

Snowden Capital Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,943 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in OKTA as recently as Q1 2025.

Snowden Capital Advisors first reported a position in OKTA in Q4 2020 and has held it in 8 quarters since. The position peaked at $329K in Q4 2021. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Snowden Capital Advisors held 1,943 shares of Okta worth $265K as of Q2 2026.
Okta was a new Snowden Capital Advisors position in Q2 2026.
Okta made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1139 holding.
Snowden Capital Advisors first reported a position in Okta in Q4 2020 and has held it in 8 quarters since.
Snowden Capital Advisors's Okta position peaked at $329K in Q4 2021.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.