Wealthfront Advisers
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Wealthfront Advisers’s Okta OKTA Stock Holding History

Wealthfront Advisers’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 		$920K Sell
6,741
-988
-13% -$92.9K ﹤0.01% 742
2026
Q1 		$608K Sell
7,729
-2,744
-26% -$228K ﹤0.01% 797
2025
Q4 		$906K Buy
10,473
+1,057
+11% +$92.2K ﹤0.01% 724
2025
Q3 		$863K Buy
9,416
+938
+11% +$87.6K ﹤0.01% 723
2025
Q2 		$848K Sell
8,478
-333
-4% -$35.6K ﹤0.01% 715
2025
Q1 		$927K Buy
8,811
+2,211
+34% +$216K ﹤0.01% 674
2024
Q4 		$520K Buy
6,600
+659
+11% +$51.1K ﹤0.01% 772
2024
Q3 		$442K Sell
5,941
-16,409
-73% -$1.43M ﹤0.01% 783
2024
Q2 		$2.09M Sell
22,350
-1,027
-4% -$97.2K 0.01% 472
2024
Q1 		$2.45M Sell
23,377
-3,320
-12% -$306K 0.01% 439
2023
Q4 		$2.42M Buy
26,697
+18,490
+225% +$1.41M 0.01% 415
2023
Q3 		$669K Buy
8,207
+2,523
+44% +$191K ﹤0.01% 634
2023
Q2 		$394K Sell
5,684
-379
-6% -$28.8K ﹤0.01% 725
2023
Q1 		$523K Sell
6,063
-861
-12% -$65.5K ﹤0.01% 651
2022
Q4 		$473K Buy
+6,924
New +$395K ﹤0.01% 639
2022
Q3 		– Sell
-5,623
Closed -$508K – 781
2022
Q2 		$508K Buy
5,623
+3,682
+190% +$398K ﹤0.01% 587
2022
Q1 		$293K Buy
+1,941
New +$348K ﹤0.01% 714
2021
Q4 		– Sell
-2,974
Closed -$706K – 770
2021
Q3 		$706K Buy
2,974
+275
+10% +$68.3K ﹤0.01% 516
2021
Q2 		$660K Buy
+2,699
New +$651K ﹤0.01% 482

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

Wealthfront Advisers's OKTA Position: Q2 2026 in Review

Wealthfront Advisers reduced its Okta (OKTA) stake by 13% in Q2 2026, selling an estimated $92.9K and leaving 6,741 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Wealthfront Advisers first reported a position in OKTA in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q1 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Wealthfront Advisers held 6,741 shares of Okta worth $920K as of Q2 2026.
  • Wealthfront Advisers sold 988 Okta shares in Q2 2026, an estimated $92.9K.
  • Okta made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #742 holding.
  • Wealthfront Advisers first reported a position in Okta in Q2 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's Okta position peaked at $2.45M in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.