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Vise Technologies’s Okta OKTA Stock Holding History

Vise Technologies’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 		$256K Buy
+1,876
New +$176K ﹤0.01% 1539
2025
Q4 		– Sell
-2,203
Closed -$202K – 1512
2025
Q3 		$202K Sell
2,203
-596
-21% -$55.6K 0.01% 1126
2025
Q2 		$280K Buy
+2,799
New +$299K 0.01% 865

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 $3.38T AUM 44.17% 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

Vise Technologies's OKTA Position: Q2 2026 in Review

Vise Technologies opened a new position in Okta (OKTA) in Q2 2026: 1,876 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Vise Technologies previously reported a position in OKTA as recently as Q3 2025.

Vise Technologies first reported a position in OKTA in Q2 2025 and has held it in 3 quarters since. The position peaked at $280K in Q2 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Vise Technologies held 1,876 shares of Okta worth $256K as of Q2 2026.
  • Okta was a new Vise Technologies position in Q2 2026.
  • Okta made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1539 holding.
  • Vise Technologies first reported a position in Okta in Q2 2025 and has held it in 3 quarters since.
  • Vise Technologies's Okta position peaked at $280K in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.