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Y.D. More Investments’s Okta OKTA Stock Holding History

Y.D. More 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 		$2.17M Buy
15,915
+1,444
+10% +$136K 0.07% 91
2026
Q1 		$1.14M Sell
14,471
-1,419
-9% -$118K 0.04% 108
2025
Q4 		$1.37M Sell
15,890
-14,954
-48% -$1.3M 0.07% 106
2025
Q3 		$2.86M Sell
30,844
-751
-2% -$70.1K 0.16% 69
2025
Q2 		$3.13M Buy
31,595
+17,140
+119% +$1.83M 0.22% 64
2025
Q1 		$1.29M Buy
14,455
+319
+2% +$31.2K 0.11% 101
2024
Q4 		$1.11M Sell
14,136
-230
-2% -$17.8K 0.1% 106
2024
Q3 		$1.34M Sell
14,366
-1,257
-8% -$110K 0.14% 97
2024
Q2 		$1.46M Buy
15,623
+3,369
+27% +$319K 0.15% 84
2024
Q1 		$1.28M Sell
12,254
-927
-7% -$85.5K 0.23% 77
2023
Q4 		$949K Sell
13,181
-12,497
-49% -$953K 0.18% 78
2023
Q3 		$2.13M Buy
25,678
+1,415
+6% +$107K 0.41% 48
2023
Q2 		$1.68M Buy
24,263
+2,373
+11% +$180K 0.39% 41
2023
Q1 		$1.89M Buy
21,890
+2,555
+13% +$194K 0.43% 34
2022
Q4 		$1.32M Buy
+19,335
New +$1.1M 0.32% 55

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

Y.D. More Investments's OKTA Position: Q2 2026 in Review

Y.D. More Investments increased its Okta (OKTA) stake by 10% in Q2 2026, buying an estimated $136K and bringing the position to 15,915 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #91.

Y.D. More Investments first reported a position in OKTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13M in Q2 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Y.D. More Investments held 15,915 shares of Okta worth $2.17M as of Q2 2026.
  • Y.D. More Investments bought 1,444 Okta shares in Q2 2026, an estimated $136K.
  • Okta made up 0.07% of Y.D. More Investments's portfolio in Q2 2026, its #91 holding.
  • Y.D. More Investments first reported a position in Okta in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's Okta position peaked at $3.13M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.