ENVESTNET ASSET MANAGEMENT INC: OKTA position timeline

ENVESTNET ASSET MANAGEMENT INC held 227,871 OKTA shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 227,871 shares

   Change vs previous 13F +19,822 shares

   0.01% of the 13F portfolio, value $31,092,981.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

2. period ended2026-03-31

   13F 208,049 shares

   Change vs previous 13F +4,890 shares

   <0.01% of the 13F portfolio, value $16,375,548.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 208,049 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 203,159 shares

   Change vs previous 13F +43,056 shares

   <0.01% of the 13F portfolio, value $17,567,184.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 112,791 shares
   • Envestnet Portfolio Solutions, Inc.: 90,368 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 160,103 shares

   Change vs previous 13F +6,719 shares

   <0.01% of the 13F portfolio, value $14,681,407.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 90,629 shares
   • Envestnet Portfolio Solutions, Inc.: 69,474 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 153,384 shares

   Change vs previous 13F +54,992 shares

   <0.01% of the 13F portfolio, value $15,333,766.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 87,540 shares
   • Envestnet Portfolio Solutions, Inc.: 65,844 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 98,392 shares

   Change vs previous 13F +41,364 shares

   <0.01% of the 13F portfolio, value $10,352,851.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 96,217 shares
   • Envestnet Portfolio Solutions, Inc.: 2,175 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 57,028 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,493,845.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).