ZIM
OKTA icon

Zacks Investment Management’s Okta OKTA Stock Holding History

Zacks 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 		$263K Sell
1,928
-82,483
-98% -$7.76M ﹤0.01% 625
2026
Q1 		$6.64M Buy
84,411
+1,736
+2% +$144K 0.05% 189
2025
Q4 		$7.15M Sell
82,675
-9,913
-11% -$865K 0.06% 194
2025
Q3 		$8.49M Sell
92,588
-8,605
-9% -$803K 0.07% 181
2025
Q2 		$10.1M Sell
101,193
-133,118
-57% -$14.2M 0.09% 172
2025
Q1 		$24.7M Buy
234,311
+194,971
+496% +$19M 0.23% 113
2024
Q4 		$3.1M Buy
39,340
+276
+0.7% +$21.4K 0.03% 284
2024
Q3 		$2.9M Sell
39,064
-942
-2% -$82.3K 0.03% 288
2024
Q2 		$3.74M Buy
40,006
+1,032
+3% +$97.7K 0.04% 212
2024
Q1 		$4.08M Buy
38,974
+4,892
+14% +$451K 0.04% 224
2023
Q4 		$3.09M Sell
34,082
-2,746
-7% -$209K 0.04% 240
2023
Q3 		$3M Sell
36,828
-2,395
-6% -$182K 0.04% 228
2023
Q2 		$2.72M Sell
39,223
-2,953
-7% -$224K 0.03% 243
2023
Q1 		$3.64M Buy
42,176
+1,900
+5% +$145K 0.05% 216
2022
Q4 		$2.75M Buy
+40,276
New +$2.3M 0.04% 247
2022
Q1 		– Sell
-11,422
Closed -$2.56M – 637
2021
Q4 		$2.56M Buy
+11,422
New +$2.72M 0.04% 269

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

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

Zacks Investment Management reduced its Okta (OKTA) stake by 98% in Q2 2026, selling an estimated $7.76M and leaving 1,928 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Zacks Investment Management first reported a position in OKTA in Q4 2021 and has held it in 16 quarters since. The position peaked at $24.7M in Q1 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Zacks Investment Management held 1,928 shares of Okta worth $263K as of Q2 2026.
  • Zacks Investment Management sold 82,483 Okta shares in Q2 2026, an estimated $7.76M.
  • Okta made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #625 holding.
  • Zacks Investment Management first reported a position in Okta in Q4 2021 and has held it in 16 quarters since.
  • Zacks Investment Management's Okta position peaked at $24.7M in Q1 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.