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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
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

Courier Capital's OKTA Position: Q2 2026 in Review

Courier Capital increased its Okta (OKTA) stake by 1.4% in Q2 2026, buying an estimated $12K and bringing the position to 9,326 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #206.

Courier Capital first reported a position in OKTA in Q2 2023 and has held it in 13 quarters since. 111 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Courier Capital held 9,326 shares of Okta worth $1.27M as of Q2 2026.
  • Courier Capital bought 128 Okta shares in Q2 2026, an estimated $12K.
  • Okta made up 0.06% of Courier Capital's portfolio in Q2 2026, its #206 holding.
  • Courier Capital first reported a position in Okta in Q2 2023 and has held it in 13 quarters since.
  • 111 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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