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B. Metzler seel. Sohn & Co’s Okta OKTA Stock Holding History

B. Metzler seel. Sohn & Co’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 		$556K Hold
4,073
– – ﹤0.01% 648
2026
Q1 		$321K Sell
4,073
-2,339
-36% -$194K ﹤0.01% 680
2025
Q4 		$554K Sell
6,412
-3,950
-38% -$345K ﹤0.01% 633
2025
Q3 		$950K Buy
10,362
+6,289
+154% +$587K 0.01% 549
2025
Q2 		$407K Sell
4,073
-2,330
-36% -$249K ﹤0.01% 665
2025
Q1 		$674K Buy
6,403
+2,277
+55% +$222K 0.01% 597
2024
Q4 		$325K Hold
4,126
– – ﹤0.01% 696
2024
Q3 		$307K Hold
4,126
– – ﹤0.01% 711
2024
Q2 		$386K Buy
4,126
+195
+5% +$18.5K ﹤0.01% 662
2024
Q1 		$411K Hold
3,931
– – ﹤0.01% 640
2023
Q4 		$356K Buy
3,931
+1,080
+38% +$82.4K ﹤0.01% 648
2023
Q3 		$232K Sell
2,851
-1,159
-29% -$87.9K ﹤0.01% 685
2023
Q2 		$278K Hold
4,010
– – ﹤0.01% 659
2023
Q1 		$346K Sell
4,010
-1,465
-27% -$112K 0.01% 603
2022
Q4 		$374K Buy
5,475
+550
+11% +$31.4K 0.01% 598
2022
Q3 		$280K Buy
4,925
+650
+15% +$55.9K 0.01% 650
2022
Q2 		$386K Sell
4,275
-5,525
-56% -$597K 0.01% 599
2022
Q1 		$1.48M Buy
9,800
+1,542
+19% +$276K 0.02% 398
2021
Q4 		$1.86M Buy
8,258
+3,170
+62% +$755K 0.02% 338
2021
Q3 		$1.21M Buy
5,088
+160
+3% +$39.7K 0.02% 402
2021
Q2 		$1.21M Buy
4,928
+1,688
+52% +$407K 0.02% 392
2021
Q1 		$714K Sell
3,240
-568
-15% -$143K 0.01% 484
2020
Q4 		$1.07M Buy
+3,808
New +$905K 0.02% 384

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's OKTA Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co held its Okta (OKTA) position steady in Q2 2026 at 4,073 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

B. Metzler seel. Sohn & Co first reported a position in OKTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q4 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 4,073 shares of Okta worth $556K as of Q2 2026.
  • B. Metzler seel. Sohn & Co left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #648 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Okta in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Okta position peaked at $1.86M in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.