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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
Q3 		$576K Buy
2,756
+1,055
+62% +$167K 0.03% 396
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Thoroughbred Financial Services's OKTA Position: Q3 2026 in Review

Thoroughbred Financial Services increased its Okta (OKTA) stake by 62% in Q3 2026, buying an estimated $167K and bringing the position to 2,756 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #396.

Thoroughbred Financial Services first reported a position in OKTA in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.84M in Q2 2024. 563 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Thoroughbred Financial Services held 2,756 shares of Okta worth $576K as of Q3 2026.
  • Thoroughbred Financial Services bought 1,055 Okta shares in Q3 2026, an estimated $167K.
  • Okta made up 0.03% of Thoroughbred Financial Services's portfolio in Q3 2026, its #396 holding.
  • Thoroughbred Financial Services first reported a position in Okta in Q1 2021 and has held it in 16 quarters since.
  • Thoroughbred Financial Services's Okta position peaked at $2.84M in Q2 2024.
  • 563 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.