Activest Wealth Management’s Okta OKTA Stock Holding History

Activest Wealth 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	$9.82K	Buy	72 +71	+7,100%	+$6.68K	﹤0.01%	584
2026 Q1	$79	Sell	1 -11	-92%	-$913	﹤0.01%	1166
2025 Q4	$1.04K	Sell	12 -17	-59%	-$1.48K	﹤0.01%	944
2025 Q3	$2.66K	Sell	29 -4	-12%	-$373	﹤0.01%	745
2025 Q2	$3.3K	Sell	33 -1	-3%	-$107	﹤0.01%	618
2025 Q1	$3.58K	Buy	+34	New	+$3.32K	﹤0.01%	555
2021 Q4	–	Sell	-25	Closed	-$6K	–	383
2021 Q3	$6K	Buy	+25	New	+$6.21K	﹤0.01%	272

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Activest Wealth Management's OKTA Position: Q2 2026 in Review

Activest Wealth Management increased its Okta (OKTA) stake by 7,100% in Q2 2026, buying an estimated $6.68K and bringing the position to 72 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Activest Wealth Management first reported a position in OKTA in Q3 2021 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Activest Wealth Management held 72 shares of Okta worth $9.82K as of Q2 2026.
Activest Wealth Management bought 71 Okta shares in Q2 2026, an estimated $6.68K.
Okta made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #584 holding.
Activest Wealth Management first reported a position in Okta in Q3 2021 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.