Congress Asset Management’s Okta OKTA Stock Holding History

Congress Asset 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	$15.1M	Buy	110,463 +9,226	+9%	+$868K	0.09%	171
2026 Q1	$7.97M	Buy	101,237 +3,174	+3%	+$263K	0.06%	222
2025 Q4	$8.48M	Buy	98,063 +18,325	+23%	+$1.6M	0.06%	202
2025 Q3	$7.31M	Sell	79,738 -500	-0.6%	-$46.7K	0.05%	208
2025 Q2	$8.02M	Sell	80,238 -527	-0.7%	-$56.3K	0.06%	199
2025 Q1	$8.5M	Buy	80,765 +1,234	+2%	+$121K	0.06%	194
2024 Q4	$6.27M	Buy	79,531 +1,070	+1%	+$82.9K	0.04%	221
2024 Q3	$5.83M	Buy	+78,461	New	+$6.86M	0.04%	216

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Congress Asset Management's OKTA Position: Q2 2026 in Review

Congress Asset Management increased its Okta (OKTA) stake by 9.1% in Q2 2026, buying an estimated $868K and bringing the position to 110,463 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #171.

Congress Asset Management first reported a position in OKTA in Q3 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Congress Asset Management held 110,463 shares of Okta worth $15.1M as of Q2 2026.
Congress Asset Management bought 9,226 Okta shares in Q2 2026, an estimated $868K.
Okta made up 0.09% of Congress Asset Management's portfolio in Q2 2026, its #171 holding.
Congress Asset Management first reported a position in Okta in Q3 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.