Vanguard Personalized Indexing Management
OKTA icon

Vanguard Personalized Indexing Management’s Okta OKTA Stock Holding History

Vanguard Personalized Indexing Management’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 		$3.1M Sell
22,688
-672
-3% -$63.2K 0.03% 492
2026
Q1 		$1.84M Sell
23,360
-343
-1% -$28.5K 0.02% 637
2025
Q4 		$2.05M Sell
23,703
-1,663
-7% -$145K 0.02% 589
2025
Q3 		$2.33M Sell
25,366
-4,831
-16% -$451K 0.02% 540
2025
Q2 		$3.02M Buy
30,197
+6,718
+29% +$717K 0.03% 435
2025
Q1 		$2.47M Buy
23,479
+5,855
+33% +$572K 0.04% 419
2024
Q4 		$1.39M Sell
17,624
-2,151
-11% -$167K 0.02% 619
2024
Q3 		$1.47M Buy
19,775
+2,099
+12% +$183K 0.02% 590
2024
Q2 		$1.65M Buy
17,676
+1,975
+13% +$187K 0.03% 468
2024
Q1 		$1.64M Buy
15,701
+799
+5% +$73.7K 0.04% 451
2023
Q4 		$1.35M Sell
14,902
-2,214
-13% -$169K 0.03% 488
2023
Q3 		$1.4M Sell
17,116
-43
-0.3% -$3.26K 0.04% 417
2023
Q2 		$1.19M Sell
17,159
-2,319
-12% -$176K 0.04% 488
2023
Q1 		$1.68M Sell
19,478
-5,804
-23% -$442K 0.06% 340
2022
Q4 		$1.73M Buy
25,282
+14,733
+140% +$841K 0.07% 300
2022
Q3 		$600K Buy
10,549
+913
+9% +$78.5K 0.03% 712
2022
Q2 		$871K Buy
9,636
+3,288
+52% +$355K 0.04% 529
2022
Q1 		$958K Buy
6,348
+3,386
+114% +$607K 0.05% 468
2021
Q4 		$664K Buy
2,962
+174
+6% +$41.5K 0.04% 583
2021
Q3 		$662K Buy
2,788
+207
+8% +$51.4K 0.06% 380
2021
Q2 		$632K Buy
2,581
+1,032
+67% +$249K 0.07% 379
2021
Q1 		$341K Buy
1,549
+312
+25% +$78.4K 0.05% 454
2020
Q4 		$315K Buy
1,237
+231
+23% +$54.9K 0.07% 351
2020
Q3 		$215K Buy
+1,006
New +$210K 0.06% 379

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

Vanguard Personalized Indexing Management's OKTA Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Okta (OKTA) stake by 2.9% in Q2 2026, selling an estimated $63.2K and leaving 22,688 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #492.

Vanguard Personalized Indexing Management first reported a position in OKTA in Q3 2020 and has held it in 24 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 22,688 shares of Okta worth $3.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 672 Okta shares in Q2 2026, an estimated $63.2K.
  • Okta made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #492 holding.
  • Vanguard Personalized Indexing Management first reported a position in Okta in Q3 2020 and has held it in 24 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.