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Stephens Investment Management Group’s Okta OKTA Stock Holding History

Stephens Investment Management Group’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 		$88.1M Buy
645,472
+201,645
+45% +$19M 0.94% 35
2026
Q1 		$34.9M Buy
443,827
+6,192
+1% +$514K 0.48% 91
2025
Q4 		$37.8M Buy
437,635
+955
+0.2% +$83.3K 0.49% 94
2025
Q3 		$40M Sell
436,680
-25,301
-5% -$2.36M 0.52% 84
2025
Q2 		$46.2M Sell
461,981
-37,144
-7% -$3.97M 0.61% 63
2025
Q1 		$52.5M Buy
499,125
+46,818
+10% +$4.57M 0.76% 48
2024
Q4 		$35.6M Buy
452,307
+42,176
+10% +$3.27M 0.48% 91
2024
Q3 		$30.5M Buy
410,131
+56,194
+16% +$4.91M 0.42% 95
2024
Q2 		$33.1M Buy
353,937
+30,782
+10% +$2.91M 0.46% 92
2024
Q1 		$33.8M Buy
323,155
+32,736
+11% +$3.02M 0.45% 95
2023
Q4 		$26.3M Buy
290,419
+215,292
+287% +$16.4M 0.38% 101
2023
Q3 		$6.12M Buy
75,127
+3,122
+4% +$237K 0.1% 138
2023
Q2 		$4.99M Buy
72,005
+40,254
+127% +$3.06M 0.08% 146
2023
Q1 		$2.74M Buy
+31,751
New +$2.42M 0.05% 151

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

Stephens Investment Management Group's OKTA Position: Q2 2026 in Review

Stephens Investment Management Group increased its Okta (OKTA) stake by 45% in Q2 2026, buying an estimated $19M and bringing the position to 645,472 shares worth $88.1M. The position accounts for 0.94% of the portfolio, ranked #35.

Stephens Investment Management Group first reported a position in OKTA in Q1 2023 and has held it in 14 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Stephens Investment Management Group held 645,472 shares of Okta worth $88.1M as of Q2 2026.
  • Stephens Investment Management Group bought 201,645 Okta shares in Q2 2026, an estimated $19M.
  • Okta made up 0.94% of Stephens Investment Management Group's portfolio in Q2 2026, its #35 holding.
  • Stephens Investment Management Group first reported a position in Okta in Q1 2023 and has held it in 14 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.