Toth Financial Advisory’s Okta OKTA Stock Holding History

Toth Financial Advisory’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	$3.35K	Buy	+16	New	+$2.53K	﹤0.01%	723
2026 Q2	–	Sell	-2	Closed	-$158	–	970
2026 Q1	$158	Hold	2	–	–	﹤0.01%	879
2025 Q4	$173	Buy	+2	New	+$175	﹤0.01%	863
2022 Q3	–	Sell	-8	Closed	-$1K	–	777
2022 Q2	$1K	Buy	8 +3	+60%	+$324	﹤0.01%	659
2022 Q1	$1K	Buy	+5	New	+$896	﹤0.01%	677
2021 Q1	–	Sell	-1,545	Closed	-$393K	–	705
2020 Q4	$393K	Hold	1,545	–	–	0.07%	155
2020 Q3	$330K	Hold	1,545	–	–	0.06%	153
2020 Q2	$309K	Buy	+1,545	New	+$262K	0.07%	140
2018 Q4	–	Sell	-100	Closed	-$7K	–	444
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	337
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	355
2018 Q1	$4K	Buy	+100	New	+$3.34K	﹤0.01%	373

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Toth Financial Advisory's OKTA Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Okta (OKTA) in Q3 2026: 16 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in OKTA as recently as Q1 2026.

Toth Financial Advisory first reported a position in OKTA in Q1 2018 and has held it in 11 quarters since. The position peaked at $393K in Q4 2020. 690 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Toth Financial Advisory held 16 shares of Okta worth $3.35K as of Q3 2026.
Okta was a new Toth Financial Advisory position in Q3 2026.
Okta made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #723 holding.
Toth Financial Advisory first reported a position in Okta in Q1 2018 and has held it in 11 quarters since.
Toth Financial Advisory's Okta position peaked at $393K in Q4 2020.
690 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.