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1620 Investment Advisors’s Okta OKTA Stock Holding History

1620 Investment Advisors’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 		$303K Buy
2,224
+675
+44% +$63.5K 0.19% 134
2026
Q1 		$122K Buy
1,549
+173
+13% +$14.4K 0.08% 211
2025
Q4 		$119K Buy
1,376
+25
+2% +$2.18K 0.08% 212
2025
Q3 		$124K Buy
1,351
+587
+77% +$54.8K 0.08% 201
2025
Q2 		$76.4K Buy
+764
New +$81.6K 0.05% 262
2024
Q4 		– Sell
-4
Closed -$320 – 737
2024
Q3 		$320 Buy
+4
New +$350 ﹤0.01% 689

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

1620 Investment Advisors's OKTA Position: Q2 2026 in Review

1620 Investment Advisors increased its Okta (OKTA) stake by 44% in Q2 2026, buying an estimated $63.5K and bringing the position to 2,224 shares worth $303K. The position accounts for 0.19% of the portfolio, ranked #134.

1620 Investment Advisors first reported a position in OKTA in Q3 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • 1620 Investment Advisors held 2,224 shares of Okta worth $303K as of Q2 2026.
  • 1620 Investment Advisors bought 675 Okta shares in Q2 2026, an estimated $63.5K.
  • Okta made up 0.19% of 1620 Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • 1620 Investment Advisors first reported a position in Okta in Q3 2024 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.