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Altrinsic Global Advisors’s Okta OKTA Stock Holding History

Altrinsic Global 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 		$24.5M Sell
179,501
-8,190
-4% -$770K 0.9% 16
2026
Q1 		$14.8M Buy
187,691
+24,831
+15% +$2.06M 0.53% 18
2025
Q4 		$14.1M Buy
162,860
+118,402
+266% +$10.3M 0.5% 21
2025
Q3 		$4.08M Buy
44,458
+10,680
+32% +$997K 0.15% 37
2025
Q2 		$3.38M Sell
33,778
-313
-0.9% -$33.4K 0.12% 40
2025
Q1 		$3.59M Sell
34,091
-3,467
-9% -$339K 0.18% 38
2024
Q4 		$2.96M Buy
+37,558
New +$2.91M 0.14% 41

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

Altrinsic Global Advisors's OKTA Position: Q2 2026 in Review

Altrinsic Global Advisors reduced its Okta (OKTA) stake by 4.4% in Q2 2026, selling an estimated $770K and leaving 179,501 shares worth $24.5M. The position accounts for 0.9% of the portfolio, ranked #16.

Altrinsic Global Advisors first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Altrinsic Global Advisors held 179,501 shares of Okta worth $24.5M as of Q2 2026.
  • Altrinsic Global Advisors sold 8,190 Okta shares in Q2 2026, an estimated $770K.
  • Okta made up 0.9% of Altrinsic Global Advisors's portfolio in Q2 2026, its #16 holding.
  • Altrinsic Global Advisors first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 822 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Altrinsic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.