AWM Capital’s Okta OKTA Stock Holding History

AWM Capital’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 Q3	$441K	Hold	2,108	–	–	0.03%	92
2026 Q2	$288K	Buy	+2,108	New	+$198K	0.02%	106
2025 Q3	–	Sell	-2,091	Closed	-$209K	–	105
2025 Q2	$209K	Buy	2,091 +1	+0%	+$107	0.02%	100
2025 Q1	$220K	Buy	+2,090	New	+$204K	0.03%	102
2024 Q3	–	Sell	-3,018	Closed	-$283K	–	98
2024 Q2	$283K	Hold	3,018	–	–	0.04%	74
2024 Q1	$316K	Hold	3,018	–	–	0.05%	72
2023 Q4	$273K	Sell	3,018 -2	-0.1%	-$153	0.05%	72
2023 Q3	$246K	Buy	3,020 +20	+0.7%	+$1.52K	0.05%	73
2023 Q2	$208K	Sell	3,000 -5	-0.2%	-$380	0.05%	67
2023 Q1	$259K	Hold	3,005	–	–	0.07%	70
2022 Q4	$205K	Buy	+3,005	New	+$172K	0.07%	64
2022 Q3	–	Sell	-3,007	Closed	-$272K	–	65
2022 Q2	$272K	Hold	3,007	–	–	0.13%	49
2022 Q1	$454K	Buy	3,007 +2	+0.1%	+$358	0.28%	39
2021 Q4	$674K	Sell	3,005 -1,001	-25%	-$238K	0.51%	28
2021 Q3	$1.06M	Buy	+4,006	New	+$995K	0.79%	20

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

AWM Capital's OKTA Position: Q3 2026 in Review

AWM Capital held its Okta (OKTA) position steady in Q3 2026 at 2,108 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #92.

AWM Capital first reported a position in OKTA in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2021. 578 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

AWM Capital held 2,108 shares of Okta worth $441K as of Q3 2026.
AWM Capital left its Okta share count unchanged in Q3 2026.
Okta made up 0.03% of AWM Capital's portfolio in Q3 2026, its #92 holding.
AWM Capital first reported a position in Okta in Q3 2021 and has held it in 15 quarters since.
AWM Capital's Okta position peaked at $1.06M in Q3 2021.
578 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.