SW
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StackStone Wealth’s Okta OKTA Stock Holding History

StackStone Wealth’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
Q3 		$288K Buy
+1,377
New +$218K 0.03% 288

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

StackStone Wealth's OKTA Position: Q3 2026 in Review

StackStone Wealth opened a new position in Okta (OKTA) in Q3 2026: 1,377 shares worth $288K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings.

299 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • StackStone Wealth held 1,377 shares of Okta worth $288K as of Q3 2026.
  • Okta was a new StackStone Wealth position in Q3 2026.
  • Okta made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #288 holding.
  • 299 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.