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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
Q3 		$22.5M Sell
107,653
-2,810
-3% -$445K 0.15% 146
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Congress Asset Management's OKTA Position: Q3 2026 in Review

Congress Asset Management reduced its Okta (OKTA) stake by 2.5% in Q3 2026, selling an estimated $445K and leaving 107,653 shares worth $22.5M. The position accounts for 0.15% of the portfolio, ranked #146.

Congress Asset Management first reported a position in OKTA in Q3 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Congress Asset Management held 107,653 shares of Okta worth $22.5M as of Q3 2026.
  • Congress Asset Management sold 2,810 Okta shares in Q3 2026, an estimated $445K.
  • Okta made up 0.15% of Congress Asset Management's portfolio in Q3 2026, its #146 holding.
  • Congress Asset Management first reported a position in Okta in Q3 2024 and has held it in 9 quarters since.
  • 11 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.