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Steve Schonfeld’s Okta OKTA Stock Holding History

Steve Schonfeld’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 		$32.8M Buy
+240,642
New +$22.6M 0.12% 152
2025
Q4 		– Sell
-244,956
Closed -$22.5M – 2432
2025
Q3 		$22.5M Buy
244,956
+220,316
+894% +$20.6M 0.13% 162
2025
Q2 		$2.46M Sell
24,640
-275,440
-92% -$29.4M 0.02% 869
2025
Q1 		$31.6M Buy
300,080
+243,690
+432% +$23.8M 0.19% 78
2024
Q4 		$4.44M Buy
56,390
+46,527
+472% +$3.61M 0.03% 536
2024
Q3 		$733K Sell
9,863
-242,537
-96% -$21.2M ﹤0.01% 1271
2024
Q2 		$23.6M Buy
252,400
+226,759
+884% +$21.5M 0.15% 136
2024
Q1 		$2.68M Buy
+25,641
New +$2.37M 0.02% 890
2023
Q4 		– Sell
-7,352
Closed -$599K – 2121
2023
Q3 		$599K Sell
7,352
-19,548
-73% -$1.48M ﹤0.01% 1159
2023
Q2 		$1.87M Sell
26,900
-676,716
-96% -$51.4M 0.02% 773
2023
Q1 		$60.7M Buy
703,616
+98,932
+16% +$7.53M 0.58% 20
2022
Q4 		$41.3M Buy
604,684
+527,684
+685% +$30.1M 0.34% 52
2022
Q3 		$4.38M Buy
77,000
+74,139
+2,591% +$6.38M 0.04% 574
2022
Q2 		$259K Sell
2,861
-33,239
-92% -$3.59M ﹤0.01% 1745
2022
Q1 		$5.45M Buy
+36,100
New +$6.47M 0.05% 424
2021
Q1 		– Sell
-9,128
Closed -$2.32M – 2037
2020
Q4 		$2.32M Buy
+9,128
New +$2.17M 0.03% 563
2020
Q2 		– Sell
-24,609
Closed -$3.01M – 1468
2020
Q1 		$3.01M Buy
+24,609
New +$3.09M 0.19% 124
2019
Q4 		– Sell
-29,819
Closed -$2.94M – 1430
2019
Q3 		$2.94M Buy
+29,819
New +$3.72M 0.09% 240
2018
Q4 		– Sell
-15,849
Closed -$1.11M – 1196
2018
Q3 		$1.11M Buy
+15,849
New +$944K 0.05% 413
2018
Q1 		– Sell
-13,109
Closed -$336K – 920
2017
Q4 		$336K Buy
+13,109
New +$367K 0.03% 554
2017
Q3 		– Sell
-127,870
Closed -$2.92M – 730
2017
Q2 		$2.92M Buy
+127,870
New +$3.16M 0.3% 94

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

Steve Schonfeld's OKTA Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Okta (OKTA) in Q2 2026: 240,642 shares worth $32.8M. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in OKTA as recently as Q3 2025.

Steve Schonfeld first reported a position in OKTA in Q2 2017 and has held it in 21 quarters since. The position peaked at $60.7M in Q1 2023. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Steve Schonfeld held 240,642 shares of Okta worth $32.8M as of Q2 2026.
  • Okta was a new Steve Schonfeld position in Q2 2026.
  • Okta made up 0.12% of Steve Schonfeld's portfolio in Q2 2026, its #152 holding.
  • Steve Schonfeld first reported a position in Okta in Q2 2017 and has held it in 21 quarters since.
  • Steve Schonfeld's Okta position peaked at $60.7M in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.