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Stableford Capital II’s Okta OKTA Stock Holding History

Stableford Capital II’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 		$1.23M Buy
+9,025
New +$849K 0.43% 58
2025
Q4 		– Sell
-5,619
Closed -$515K – 153
2025
Q3 		$515K Buy
5,619
+28
+0.5% +$2.61K 0.19% 119
2025
Q2 		$565K Buy
+5,591
New +$597K 0.21% 106

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

Stableford Capital II's OKTA Position: Q2 2026 in Review

Stableford Capital II opened a new position in Okta (OKTA) in Q2 2026: 9,025 shares worth $1.23M. The stake represents 0.43% of the portfolio and ranks #58 among its holdings. This is a return to the name: Stableford Capital II previously reported a position in OKTA as recently as Q3 2025.

Stableford Capital II first reported a position in OKTA in Q2 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Stableford Capital II held 9,025 shares of Okta worth $1.23M as of Q2 2026.
  • Okta was a new Stableford Capital II position in Q2 2026.
  • Okta made up 0.43% of Stableford Capital II's portfolio in Q2 2026, its #58 holding.
  • Stableford Capital II first reported a position in Okta in Q2 2025 and has held it in 3 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.