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Thoroughbred Financial Services’s Okta OKTA Stock Holding History

Thoroughbred Financial Services’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 		$232K Buy
+1,701
New +$160K 0.01% 581
2025
Q3 		– Sell
-6,569
Closed -$656K – 581
2025
Q2 		$656K Buy
6,569
+1,053
+19% +$112K 0.05% 331
2025
Q1 		$580K Buy
+5,516
New +$539K 0.04% 387
2024
Q4 		– Sell
-5,168
Closed -$384K – 710
2024
Q3 		$384K Sell
5,168
-25,134
-83% -$2.2M 0.02% 460
2024
Q2 		$2.84M Buy
30,302
+19,920
+192% +$1.89M 0.19% 104
2024
Q1 		$1.09M Buy
10,382
+7,259
+232% +$670K 0.1% 189
2023
Q4 		$282K Sell
3,123
-1,186
-28% -$90.5K 0.02% 490
2023
Q3 		$351K Sell
4,309
-1,057
-20% -$80.1K 0.03% 397
2023
Q2 		$372K Buy
5,366
+167
+3% +$12.7K 0.05% 295
2023
Q1 		$448K Sell
5,199
-578
-10% -$44K 0.07% 258
2022
Q4 		$394K Buy
+5,777
New +$330K 0.06% 265
2022
Q1 		– Sell
-3,697
Closed -$828K – 379
2021
Q4 		$828K Sell
3,697
-373
-9% -$88.9K 0.17% 134
2021
Q3 		$965K Buy
4,070
+271
+7% +$67.3K 0.23% 101
2021
Q2 		$930K Sell
3,799
-96
-2% -$23.2K 0.23% 108
2021
Q1 		$858K Buy
+3,895
New +$979K 0.24% 109

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

Thoroughbred Financial Services's OKTA Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in Okta (OKTA) in Q2 2026: 1,701 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in OKTA as recently as Q2 2025.

Thoroughbred Financial Services first reported a position in OKTA in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.84M in Q2 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Thoroughbred Financial Services held 1,701 shares of Okta worth $232K as of Q2 2026.
  • Okta was a new Thoroughbred Financial Services position in Q2 2026.
  • Okta made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #581 holding.
  • Thoroughbred Financial Services first reported a position in Okta in Q1 2021 and has held it in 15 quarters since.
  • Thoroughbred Financial Services's Okta position peaked at $2.84M in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.