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Barton Investment Management’s Okta OKTA Stock Holding History

Barton Investment 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 		$29.2M Sell
214,259
-12,317
-5% -$1.16M 3.96% 6
2026
Q1 		$17.8M Sell
226,576
-24,310
-10% -$2.02M 2.24% 9
2025
Q4 		$21.7M Buy
250,886
+361
+0.1% +$31.5K 2.34% 9
2025
Q3 		$23M Sell
250,525
-1,537
-0.6% -$144K 2.34% 9
2025
Q2 		$25.2M Sell
252,062
-6,586
-3% -$703K 2.61% 9
2025
Q1 		$27.2M Sell
258,648
-2,096
-0.8% -$205K 3.34% 8
2024
Q4 		$20.5M Sell
260,744
-21,894
-8% -$1.7M 2.18% 8
2024
Q3 		$21M Sell
282,638
-4,517
-2% -$395K 2.63% 9
2024
Q2 		$26.9M Sell
287,155
-18,990
-6% -$1.8M 3.58% 8
2024
Q1 		$32M Buy
306,145
+7,404
+2% +$683K 3.89% 8
2023
Q4 		$27M Buy
298,741
+18,126
+6% +$1.38M 3.55% 8
2023
Q3 		$22.9M Buy
280,615
+11,685
+4% +$886K 3.69% 8
2023
Q2 		$18.7M Buy
268,930
+19,305
+8% +$1.47M 2.8% 10
2023
Q1 		$21.5M Buy
249,625
+4,928
+2% +$375K 3.79% 9
2022
Q4 		$16.7M Buy
244,697
+37,978
+18% +$2.17M 3.29% 9
2022
Q3 		$11.8M Buy
206,719
+5,195
+3% +$447K 2.39% 11
2022
Q2 		$18.2M Buy
201,524
+11,043
+6% +$1.19M 3.68% 10
2022
Q1 		$28.8M Buy
190,481
+4,330
+2% +$776K 3.64% 10
2021
Q4 		$41.7M Buy
186,151
+1,422
+0.8% +$339K 3.62% 6
2021
Q3 		$43.8M Buy
184,729
+2,883
+2% +$716K 3.67% 8
2021
Q2 		$44.5M Buy
181,846
+4,398
+2% +$1.06M 3.65% 8
2021
Q1 		$39.1M Buy
177,448
+8,172
+5% +$2.05M 3.64% 7
2020
Q4 		$43M Buy
169,276
+5,021
+3% +$1.19M 3.69% 7
2020
Q3 		$35.1M Buy
164,255
+12,998
+9% +$2.71M 3.37% 8
2020
Q2 		$30.3M Buy
151,257
+22,684
+18% +$3.85M 3.08% 11
2020
Q1 		$15.7M Buy
128,573
+121,652
+1,758% +$15.3M 2.44% 10
2019
Q4 		$798K Buy
+6,921
New +$797K 0.12% 27

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

Barton Investment Management's OKTA Position: Q2 2026 in Review

Barton Investment Management reduced its Okta (OKTA) stake by 5.4% in Q2 2026, selling an estimated $1.16M and leaving 214,259 shares worth $29.2M. The position accounts for 3.96% of the portfolio, ranked #6.

Barton Investment Management first reported a position in OKTA in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.5M in Q2 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Barton Investment Management held 214,259 shares of Okta worth $29.2M as of Q2 2026.
  • Barton Investment Management sold 12,317 Okta shares in Q2 2026, an estimated $1.16M.
  • Okta made up 3.96% of Barton Investment Management's portfolio in Q2 2026, its #6 holding.
  • Barton Investment Management first reported a position in Okta in Q4 2019 and has held it in 27 quarters since.
  • Barton Investment Management's Okta position peaked at $44.5M in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.