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West Family Investments’s Okta OKTA Stock Holding History

West Family Investments’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 		$216K Buy
+1,586
New +$149K 0.06% 428

Other funds holding OKTA

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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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

West Family Investments's OKTA Position: Q2 2026 in Review

West Family Investments opened a new position in Okta (OKTA) in Q2 2026: 1,586 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #428 among its holdings.

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

  • West Family Investments held 1,586 shares of Okta worth $216K as of Q2 2026.
  • Okta was a new West Family Investments position in Q2 2026.
  • Okta made up 0.06% of West Family Investments's portfolio in Q2 2026, its #428 holding.
  • 556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.