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Cromwell Holdings’s Okta OKTA Stock Holding History

Cromwell Holdings’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 		$6.41K Buy
47
+15
+47% +$1.41K ﹤0.01% 642
2026
Q1 		$2.52K Buy
32
+15
+88% +$1.25K ﹤0.01% 672
2025
Q4 		$1.47K Sell
17
-11
-39% -$960 ﹤0.01% 744
2025
Q3 		$2.57K Buy
28
+18
+180% +$1.68K ﹤0.01% 668
2025
Q2 		$1K Buy
10
+2
+25% +$214 ﹤0.01% 814
2025
Q1 		$842 Buy
+8
New +$781 ﹤0.01% 672

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Cromwell Holdings's OKTA Position: Q2 2026 in Review

Cromwell Holdings increased its Okta (OKTA) stake by 47% in Q2 2026, buying an estimated $1.41K and bringing the position to 47 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Cromwell Holdings first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Cromwell Holdings held 47 shares of Okta worth $6.41K as of Q2 2026.
  • Cromwell Holdings bought 15 Okta shares in Q2 2026, an estimated $1.41K.
  • Okta made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #642 holding.
  • Cromwell Holdings first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.