TS Financial Group (TSFG)’s Okta OKTA Stock Holding History

TS Financial Group (TSFG)’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	$16K	Hold	115	–	–	﹤0.01%	540
2026 Q1	$9K	Hold	115	–	–	﹤0.01%	588
2025 Q4	$10K	Hold	115	–	–	﹤0.01%	574
2025 Q3	$11K	Hold	115	–	–	﹤0.01%	565
2025 Q2	$11K	Hold	115	–	–	﹤0.01%	540
2025 Q1	$12K	Hold	115	–	–	﹤0.01%	523
2024 Q4	$9K	Hold	115	–	–	﹤0.01%	506
2024 Q3	$9K	Hold	115	–	–	﹤0.01%	511
2024 Q2	$11K	Hold	115	–	–	﹤0.01%	474
2024 Q1	$12K	Hold	115	–	–	﹤0.01%	455
2023 Q4	$10K	Hold	115	–	–	﹤0.01%	518
2023 Q3	$9K	Buy	+115	New	+$8.72K	﹤0.01%	547
2022 Q1	–	Sell	-68	Closed	-$15K	–	983
2021 Q4	$15K	Sell	68 -300	-82%	-$71.5K	0.01%	490
2021 Q3	$87K	Buy	368 +17	+5%	+$4.22K	0.03%	236
2021 Q2	$86K	Buy	+351	New	+$84.7K	0.03%	235

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TS Financial Group (TSFG)'s OKTA Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Okta (OKTA) position steady in Q2 2026 at 115 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

TS Financial Group (TSFG) first reported a position in OKTA in Q2 2021 and has held it in 15 quarters since. The position peaked at $87K in Q3 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

TS Financial Group (TSFG) held 115 shares of Okta worth $16K as of Q2 2026.
TS Financial Group (TSFG) left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #540 holding.
TS Financial Group (TSFG) first reported a position in Okta in Q2 2021 and has held it in 15 quarters since.
TS Financial Group (TSFG)'s Okta position peaked at $87K in Q3 2021.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.