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Truvestments Capital’s Okta OKTA Stock Holding History

Truvestments Capital’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 		$1.02M Buy
7,444
+484
+7% +$45.5K 0.15% 145
2026
Q1 		$548K Buy
6,960
+556
+9% +$46.1K 0.1% 188
2025
Q4 		$554K Buy
6,404
+820
+15% +$71.6K 0.1% 163
2025
Q3 		$512K Buy
5,584
+290
+5% +$27.1K 0.09% 173
2025
Q2 		$529K Buy
5,294
+111
+2% +$11.9K 0.11% 158
2025
Q1 		$545K Buy
5,183
+1,354
+35% +$132K 0.12% 146
2024
Q4 		$302K Buy
3,829
+282
+8% +$21.9K 0.08% 176
2024
Q3 		$264K Buy
3,547
+705
+25% +$61.6K 0.07% 191
2024
Q2 		$266K Buy
2,842
+372
+15% +$35.2K 0.11% 176
2024
Q1 		$258K Buy
2,470
+2,270
+1,135% +$209K 0.1% 181
2023
Q4 		$18.1K Hold
200
– – 0.01% 453
2023
Q3 		$16.3K Hold
200
– – 0.01% 400
2023
Q2 		$13.9K Hold
200
– – 0.01% 422
2023
Q1 		$17.2K Sell
200
-33
-14% -$2.51K 0.01% 384
2022
Q4 		$15.9K Buy
233
+33
+17% +$1.88K 0.01% 411
2022
Q3 		$11K Hold
200
– – 0.01% 401
2022
Q2 		$18K Buy
+200
New +$21.6K 0.01% 349
2022
Q1 		– Sell
-200
Closed -$45K – 422
2021
Q4 		$45K Buy
+200
New +$47.6K 0.02% 277

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

Truvestments Capital's OKTA Position: Q2 2026 in Review

Truvestments Capital increased its Okta (OKTA) stake by 7% in Q2 2026, buying an estimated $45.5K and bringing the position to 7,444 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #145.

Truvestments Capital first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Truvestments Capital held 7,444 shares of Okta worth $1.02M as of Q2 2026.
  • Truvestments Capital bought 484 Okta shares in Q2 2026, an estimated $45.5K.
  • Okta made up 0.15% of Truvestments Capital's portfolio in Q2 2026, its #145 holding.
  • Truvestments Capital first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.