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Waverly Advisors’s Okta OKTA Stock Holding History

Waverly 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 		$272K Buy
+1,993
New +$187K ﹤0.01% 1466

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

Waverly Advisors's OKTA Position: Q2 2026 in Review

Waverly Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,993 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings.

817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Waverly Advisors held 1,993 shares of Okta worth $272K as of Q2 2026.
  • Okta was a new Waverly Advisors position in Q2 2026.
  • Okta made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1466 holding.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.