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BW Gestao de Investimentos’s Okta OKTA Stock Holding History

BW Gestao de Investimentos’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 		$3.52M Sell
25,811
-30,620
-54% -$2.88M 0.07% 186
2026
Q1 		$4.44M Buy
+56,431
New +$4.68M 0.15% 160
2019
Q2 		– Sell
-2,000
Closed -$165K – 99
2019
Q1 		$165K Buy
+2,000
New +$158K 0.07% 87

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

BW Gestao de Investimentos's OKTA Position: Q2 2026 in Review

BW Gestao de Investimentos reduced its Okta (OKTA) stake by 54% in Q2 2026, selling an estimated $2.88M and leaving 25,811 shares worth $3.52M. The position accounts for 0.07% of the portfolio, ranked #186.

BW Gestao de Investimentos first reported a position in OKTA in Q1 2019 and has held it in 3 quarters since. The position peaked at $4.44M in Q1 2026. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • BW Gestao de Investimentos held 25,811 shares of Okta worth $3.52M as of Q2 2026.
  • BW Gestao de Investimentos sold 30,620 Okta shares in Q2 2026, an estimated $2.88M.
  • Okta made up 0.07% of BW Gestao de Investimentos's portfolio in Q2 2026, its #186 holding.
  • BW Gestao de Investimentos first reported a position in Okta in Q1 2019 and has held it in 3 quarters since.
  • BW Gestao de Investimentos's Okta position peaked at $4.44M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.