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Synergy Financial Group’s Okta OKTA Stock Holding History

Synergy 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 		$814K Sell
5,969
-510
-8% -$48K 0.59% 33
2026
Q1 		$510K Sell
6,479
-35
-0.5% -$2.9K 0.38% 55
2025
Q4 		$563K Sell
6,514
-207
-3% -$18.1K 0.4% 49
2025
Q3 		$616K Sell
6,721
-120
-2% -$11.2K 0.42% 45
2025
Q2 		$684K Sell
6,841
-463
-6% -$49.4K 0.5% 41
2025
Q1 		$769K Buy
7,304
+305
+4% +$29.8K 0.69% 35
2024
Q4 		$552K Buy
6,999
+616
+10% +$47.8K 0.46% 44
2024
Q3 		$475K Buy
6,383
+69
+1% +$6.03K 0.45% 44
2024
Q2 		$591K Buy
6,314
+275
+5% +$26K 0.62% 37
2024
Q1 		$632K Buy
6,039
+133
+2% +$12.3K 0.71% 34
2023
Q4 		$535K Sell
5,906
-23
-0.4% -$1.75K 0.66% 34
2023
Q3 		$483K Sell
5,929
-109
-2% -$8.27K 0.67% 36
2023
Q2 		$419K Hold
6,038
– – 0.57% 41
2023
Q1 		$521K Sell
6,038
-22
-0.4% -$1.68K 0.85% 31
2022
Q4 		$414K Sell
6,060
-3,270
-35% -$187K 0.82% 33
2022
Q3 		$531K Hold
9,330
– – 0.8% 38
2022
Q2 		$843K Hold
9,330
– – 1.32% 25
2022
Q1 		$1.41M Buy
9,330
+944
+11% +$169K 1.48% 20
2021
Q4 		$1.88M Buy
+8,386
New +$2M 1.69% 14

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

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

Synergy Financial Group reduced its Okta (OKTA) stake by 7.9% in Q2 2026, selling an estimated $48K and leaving 5,969 shares worth $814K. The position accounts for 0.59% of the portfolio, ranked #33.

Synergy Financial Group first reported a position in OKTA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2021. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Synergy Financial Group held 5,969 shares of Okta worth $814K as of Q2 2026.
  • Synergy Financial Group sold 510 Okta shares in Q2 2026, an estimated $48K.
  • Okta made up 0.59% of Synergy Financial Group's portfolio in Q2 2026, its #33 holding.
  • Synergy Financial Group first reported a position in Okta in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Okta position peaked at $1.88M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.