Crossmark Global Holdings’s Okta OKTA Stock Holding History

Crossmark Global 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	$1.43M	Buy	10,455 +88	+0.8%	+$8.28K	0.02%	547
2026 Q1	$816K	Buy	10,367 +235	+2%	+$19.5K	0.01%	675
2025 Q4	$876K	Sell	10,132 -8,887	-47%	-$776K	0.01%	646
2025 Q3	$1.74M	Sell	19,019 -27,494	-59%	-$2.57M	0.03%	488
2025 Q2	$4.65M	Buy	+46,513	New	+$4.97M	0.08%	258
2024 Q4	–	Sell	-6,347	Closed	-$472K	–	1276
2024 Q3	$472K	Sell	6,347 -189	-3%	-$16.5K	0.01%	888
2024 Q2	$612K	Buy	+6,536	New	+$619K	0.01%	746
2021 Q1	–	Sell	-801	Closed	-$204K	–	1423
2020 Q4	$204K	Buy	+801	New	+$190K	0.01%	1302

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

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

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

Crossmark Global Holdings's OKTA Position: Q2 2026 in Review

Crossmark Global Holdings increased its Okta (OKTA) stake by 0.85% in Q2 2026, buying an estimated $8.28K and bringing the position to 10,455 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #547.

Crossmark Global Holdings first reported a position in OKTA in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.65M in Q2 2025. 110 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Crossmark Global Holdings held 10,455 shares of Okta worth $1.43M as of Q2 2026.
Crossmark Global Holdings bought 88 Okta shares in Q2 2026, an estimated $8.28K.
Okta made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #547 holding.
Crossmark Global Holdings first reported a position in Okta in Q4 2020 and has held it in 8 quarters since.
Crossmark Global Holdings's Okta position peaked at $4.65M in Q2 2025.
110 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.