Courier Capital
OKTA icon

Courier Capital’s Okta OKTA Stock Holding History

Courier Capital’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 		$1.47M Sell
7,021
-2,305
-25% -$365K 0.07% 197
2026
Q2 		$1.27M Buy
9,326
+128
+1% +$12K 0.06% 206
2026
Q1 		$724K Buy
9,198
+19
+0.2% +$1.58K 0.04% 237
2025
Q4 		$794K Sell
9,179
-990
-10% -$86.4K 0.04% 230
2025
Q3 		$932K Buy
10,169
+489
+5% +$45.7K 0.05% 223
2025
Q2 		$968K Buy
9,680
+145
+2% +$15.5K 0.06% 208
2025
Q1 		$1M Sell
9,535
-389
-4% -$38K 0.07% 204
2024
Q4 		$782K Sell
9,924
-4,525
-31% -$351K 0.05% 211
2024
Q3 		$1.07M Buy
14,449
+10,962
+314% +$958K 0.07% 186
2024
Q2 		$326K Sell
3,487
-149
-4% -$14.1K 0.03% 269
2024
Q1 		$380K Sell
3,636
-102
-3% -$9.41K 0.03% 271
2023
Q4 		$338K Buy
3,738
+26
+0.7% +$1.98K 0.03% 280
2023
Q3 		$303K Buy
3,712
+72
+2% +$5.46K 0.03% 283
2023
Q2 		$252K Buy
+3,640
New +$276K 0.02% 324

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Courier Capital's OKTA Position: Q3 2026 in Review

Courier Capital reduced its Okta (OKTA) stake by 25% in Q3 2026, selling an estimated $365K and leaving 7,021 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #197.

Courier Capital first reported a position in OKTA in Q2 2023 and has held it in 14 quarters since. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Courier Capital held 7,021 shares of Okta worth $1.47M as of Q3 2026.
  • Courier Capital sold 2,305 Okta shares in Q3 2026, an estimated $365K.
  • Okta made up 0.07% of Courier Capital's portfolio in Q3 2026, its #197 holding.
  • Courier Capital first reported a position in Okta in Q2 2023 and has held it in 14 quarters since.
  • 520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.