Capital Advisors Ltd’s Okta OKTA Stock Holding History

Capital Advisors Ltd’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	$27K	Sell	195 -2	-1%	-$188	﹤0.01%	634
2026 Q1	$16K	Buy	197 +2	+1%	+$166	﹤0.01%	725
2025 Q4	$17K	Hold	195	–	–	﹤0.01%	687
2025 Q3	$18K	Hold	195	–	–	﹤0.01%	672
2025 Q2	$19K	Hold	195	–	–	﹤0.01%	640
2025 Q1	$21K	Sell	195 -70	-26%	-$6.84K	﹤0.01%	608
2024 Q4	$21K	Hold	265	–	–	﹤0.01%	611
2024 Q3	$20K	Hold	265	–	–	﹤0.01%	615
2024 Q2	$25K	Hold	265	–	–	﹤0.01%	565
2024 Q1	$28K	Hold	265	–	–	﹤0.01%	528
2023 Q4	$24K	Sell	265 -19	-7%	-$1.45K	﹤0.01%	541
2023 Q3	$23K	Hold	284	–	–	﹤0.01%	531
2023 Q2	$20K	Buy	284 +260	+1,083%	+$19.7K	﹤0.01%	573
2023 Q1	$2K	Sell	24 -199	-89%	-$15.1K	﹤0.01%	919
2022 Q4	$2K	Buy	223 +204	+1,074%	+$11.6K	﹤0.01%	882
2022 Q3	$1K	Buy	+19	New	+$1.64K	﹤0.01%	1079
2022 Q1	–	Sell	-1	Closed	–	–	1126
2021 Q4	$0	Buy	+1	New	+$238	﹤0.01%	899

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Capital Advisors Ltd's OKTA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Okta (OKTA) stake by 1% in Q2 2026, selling an estimated $188 and leaving 195 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Capital Advisors Ltd first reported a position in OKTA in Q4 2021 and has held it in 17 quarters since. The position peaked at $28K in Q1 2024. 93 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Capital Advisors Ltd held 195 shares of Okta worth $27K as of Q2 2026.
Capital Advisors Ltd sold 2 Okta shares in Q2 2026, an estimated $188.
Okta made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #634 holding.
Capital Advisors Ltd first reported a position in Okta in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Okta position peaked at $28K in Q1 2024.
93 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.