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Westside Investment Management’s Okta OKTA Stock Holding History

Westside Investment 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 		$56.6K Hold
415
– – 0.01% 555
2026
Q1 		$33.3K Hold
415
– – 0.01% 702
2025
Q4 		$34.7K Hold
415
– – 0.01% 663
2025
Q3 		$38.1K Buy
415
+193
+87% +$18K 0.01% 641
2025
Q2 		$21.9K Buy
222
+193
+666% +$20.6K ﹤0.01% 653
2025
Q1 		$3.04K Hold
29
– – ﹤0.01% 851
2024
Q4 		$2.29K Hold
29
– – ﹤0.01% 885
2024
Q3 		$2.65K Hold
29
– – ﹤0.01% 870
2024
Q2 		$2.71K Hold
29
– – ﹤0.01% 844
2024
Q1 		$3K Hold
29
– – ﹤0.01% 792
2023
Q4 		$2.63K Buy
+29
New +$2.21K ﹤0.01% 770

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

Westside Investment Management's OKTA Position: Q2 2026 in Review

Westside Investment Management held its Okta (OKTA) position steady in Q2 2026 at 415 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #555.

Westside Investment Management first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Westside Investment Management held 415 shares of Okta worth $56.6K as of Q2 2026.
  • Westside Investment Management left its Okta share count unchanged in Q2 2026.
  • Okta made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #555 holding.
  • Westside Investment Management first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.