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BFSG LLC’s Okta OKTA Stock Holding History

BFSG LLC’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 		$437K Sell
3,200
-165
-5% -$15.5K 0.04% 209
2026
Q1 		$265K Hold
3,365
– – 0.03% 235
2025
Q4 		$291K Hold
3,365
– – 0.03% 230
2025
Q3 		$309K Hold
3,365
– – 0.03% 231
2025
Q2 		$336K Buy
+3,365
New +$359K 0.04% 205
2018
Q4 		– Sell
-7,912
Closed -$557K – 123
2018
Q3 		$557K Buy
7,912
+753
+11% +$44.8K 0.23% 79
2018
Q2 		$361K Buy
+7,159
New +$341K 0.16% 114

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
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

BFSG LLC's OKTA Position: Q2 2026 in Review

BFSG LLC reduced its Okta (OKTA) stake by 4.9% in Q2 2026, selling an estimated $15.5K and leaving 3,200 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #209.

BFSG LLC first reported a position in OKTA in Q2 2018 and has held it in 7 quarters since. The position peaked at $557K in Q3 2018. 106 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • BFSG LLC held 3,200 shares of Okta worth $437K as of Q2 2026.
  • BFSG LLC sold 165 Okta shares in Q2 2026, an estimated $15.5K.
  • Okta made up 0.04% of BFSG LLC's portfolio in Q2 2026, its #209 holding.
  • BFSG LLC first reported a position in Okta in Q2 2018 and has held it in 7 quarters since.
  • BFSG LLC's Okta position peaked at $557K in Q3 2018.
  • 106 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.