Ardsley Advisory Partners’s Okta OKTA Stock Holding History

Ardsley Advisory Partners’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	$10.4M	Buy	76,500 +8,900	+13%	+$837K	1.09%	27
2026 Q1	$5.32M	Buy	+67,600	New	+$5.61M	0.68%	47
2025 Q4	–	Sell	-106,000	Closed	-$9.72M	–	173
2025 Q3	$9.72M	Buy	+106,000	New	+$9.9M	1.2%	29
2025 Q2	–	Sell	-107,500	Closed	-$11.3M	–	192
2025 Q1	$11.3M	Buy	107,500 +10,300	+11%	+$1.01M	2.17%	5
2024 Q4	$7.68M	Buy	+97,200	New	+$7.53M	1.22%	25
2024 Q3	–	Sell	-63,900	Closed	-$5.98M	–	167
2024 Q2	$5.98M	Buy	63,900 +47,950	+301%	+$4.54M	0.88%	36
2024 Q1	$1.67M	Sell	15,950 -5,550	-26%	-$512K	0.24%	75
2023 Q4	$1.95M	Buy	21,500 +6,500	+43%	+$496K	0.3%	73
2023 Q3	$1.22M	Buy	+15,000	New	+$1.14M	0.27%	78
2023 Q2	–	Sell	-15,500	Closed	-$1.34M	–	140
2023 Q1	$1.34M	Sell	15,500 -9,900	-39%	-$754K	0.29%	56
2022 Q4	$1.74M	Buy	+25,400	New	+$1.45M	0.36%	53
2022 Q3	–	Sell	-15,400	Closed	-$1.39M	–	137
2022 Q2	$1.39M	Buy	+15,400	New	+$1.66M	0.23%	70
2021 Q4	–	Sell	-9,000	Closed	-$2.14M	–	147
2021 Q3	$2.14M	Buy	+9,000	New	+$2.23M	0.33%	51
2020 Q2	–	Sell	-5,650	Closed	-$691K	–	156
2020 Q1	$691K	Sell	5,650 -33,350	-86%	-$4.18M	0.27%	52
2019 Q4	$4.5M	Hold	39,000	–	–	0.72%	34
2019 Q3	$3.84M	Sell	39,000 -6,000	-13%	-$749K	0.86%	29
2019 Q2	$5.56M	Sell	45,000 -5,000	-10%	-$543K	0.88%	33
2019 Q1	$4.14M	Sell	50,000 -35,000	-41%	-$2.77M	0.79%	36
2018 Q4	$5.42M	Buy	+85,000	New	+$5.04M	1.36%	28
2018 Q2	–	Sell	-185,000	Closed	-$7.37M	–	172
2018 Q1	$7.37M	Sell	185,000 -106,500	-37%	-$3.55M	1.1%	32
2017 Q4	$7.46M	Buy	+291,500	New	+$8.15M	0.91%	29

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ardsley Advisory Partners's OKTA Position: Q2 2026 in Review

Ardsley Advisory Partners increased its Okta (OKTA) stake by 13% in Q2 2026, buying an estimated $837K and bringing the position to 76,500 shares worth $10.4M. The position accounts for 1.09% of the portfolio, ranked #27.

Ardsley Advisory Partners first reported a position in OKTA in Q4 2017 and has held it in 21 quarters since. The position peaked at $11.3M in Q1 2025. 89 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Ardsley Advisory Partners held 76,500 shares of Okta worth $10.4M as of Q2 2026.
Ardsley Advisory Partners bought 8,900 Okta shares in Q2 2026, an estimated $837K.
Okta made up 1.09% of Ardsley Advisory Partners's portfolio in Q2 2026, its #27 holding.
Ardsley Advisory Partners first reported a position in Okta in Q4 2017 and has held it in 21 quarters since.
Ardsley Advisory Partners's Okta position peaked at $11.3M in Q1 2025.
89 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.