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Valeo Financial Advisors’s Okta OKTA Stock Holding History

Valeo Financial Advisors’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 		$213K Buy
+1,563
New +$147K ﹤0.01% 738
2025
Q2 		– Sell
-2,104
Closed -$221K – 813
2025
Q1 		$221K Buy
+2,104
New +$206K 0.01% 616
2021
Q2 		– Sell
-244
Closed -$54K – 1386
2021
Q1 		$54K Sell
244
-71
-23% -$17.8K ﹤0.01% 841
2020
Q4 		$80K Sell
315
-7
-2% -$1.66K ﹤0.01% 630
2020
Q3 		$69K Sell
322
-1,075
-77% -$224K 0.01% 564
2020
Q2 		$280K Buy
1,397
+1,025
+276% +$174K 0.03% 265
2020
Q1 		$48K Sell
372
-178
-32% -$22.3K 0.01% 620
2019
Q4 		$63K Buy
550
+237
+76% +$27.3K 0.01% 566
2019
Q3 		$31K Buy
313
+75
+32% +$9.37K ﹤0.01% 732
2019
Q2 		$29K Buy
238
+131
+122% +$14.2K ﹤0.01% 747
2019
Q1 		$9K Hold
107
– – ﹤0.01% 999
2018
Q4 		$7K Hold
107
– – ﹤0.01% 983
2018
Q3 		$6K Sell
107
-60
-36% -$3.57K ﹤0.01% 1140
2018
Q2 		$9K Buy
167
+107
+178% +$5.09K ﹤0.01% 975
2018
Q1 		$2K Hold
60
– – ﹤0.01% 1342
2017
Q4 		$2K Buy
+60
New +$1.68K ﹤0.01% 1195

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

Valeo Financial Advisors's OKTA Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,563 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in OKTA as recently as Q1 2025.

Valeo Financial Advisors first reported a position in OKTA in Q4 2017 and has held it in 16 quarters since. The position peaked at $280K in Q2 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Valeo Financial Advisors held 1,563 shares of Okta worth $213K as of Q2 2026.
  • Okta was a new Valeo Financial Advisors position in Q2 2026.
  • Okta made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #738 holding.
  • Valeo Financial Advisors first reported a position in Okta in Q4 2017 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Okta position peaked at $280K in Q2 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.