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Burney Company’s Okta OKTA Stock Holding History

Burney Company’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 		– Sell
-3,063
Closed -$241K – 640
2026
Q1 		$241K Sell
3,063
-3,909
-56% -$324K 0.01% 541
2025
Q4 		$603K Sell
6,972
-37,712
-84% -$3.29M 0.02% 407
2025
Q3 		$4.1M Buy
+44,684
New +$4.17M 0.13% 153
2024
Q4 		– Sell
-13,302
Closed -$989K – 611
2024
Q3 		$989K Buy
13,302
+7,303
+122% +$638K 0.04% 328
2024
Q2 		$562K Buy
+5,999
New +$568K 0.02% 403

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
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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Burney Company's OKTA Position: Q2 2026 in Review

Burney Company sold out of Okta (OKTA) in Q2 2026, closing a stake of 3,063 shares — an estimated $241K sold.

Burney Company first reported a position in OKTA in Q2 2024 and held it in 5 quarters. The position peaked at $4.1M in Q3 2025. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Burney Company reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 3,063 Okta shares in Q2 2026, an estimated $241K.
  • Burney Company first reported a position in Okta in Q2 2024 and held it in 5 quarters.
  • Burney Company's Okta position peaked at $4.1M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.