Strive Financial Group’s Okta OKTA Stock Holding History

Strive Financial 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	–	Sell	-270	Closed	-$21K	–	904
2026 Q1	$21K	Buy	270 +36	+15%	+$2.99K	0.01%	331
2025 Q4	$20.2K	Buy	+234	New	+$20.4K	0.01%	327

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

Strive Financial Group's OKTA Position: Q2 2026 in Review

Strive Financial Group sold out of Okta (OKTA) in Q2 2026, closing a stake of 270 shares — an estimated $21K sold.

Strive Financial Group first reported a position in OKTA in Q4 2025 and held it in 2 quarters. The position peaked at $21K in Q1 2026. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Strive Financial Group reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Strive Financial Group sold 270 Okta shares in Q2 2026, an estimated $21K.
Strive Financial Group first reported a position in Okta in Q4 2025 and held it in 2 quarters.
Strive Financial Group's Okta position peaked at $21K in Q1 2026.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.