AGF Management’s Okta OKTA Stock Holding History

AGF 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	$4.56M	Sell	33,386 -15,624	-32%	-$1.47M	0.02%	279
2026 Q1	$3.86M	Buy	49,010 +10,664	+28%	+$885K	0.02%	306
2025 Q4	$3.32M	Buy	+38,346	New	+$3.35M	0.01%	314

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AGF Management's OKTA Position: Q2 2026 in Review

AGF Management reduced its Okta (OKTA) stake by 32% in Q2 2026, selling an estimated $1.47M and leaving 33,386 shares worth $4.56M. The position accounts for 0.02% of the portfolio, ranked #279.

AGF Management first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

AGF Management held 33,386 shares of Okta worth $4.56M as of Q2 2026.
AGF Management sold 15,624 Okta shares in Q2 2026, an estimated $1.47M.
Okta made up 0.02% of AGF Management's portfolio in Q2 2026, its #279 holding.
AGF Management first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.