DC Investments Management’s Okta OKTA Stock Holding History

DC Investments 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 Q2	–	Sell	-7,396	Closed	-$582K	–	68
2026 Q1	$582K	Hold	7,396	–	–	0.22%	45
2025 Q4	$640K	Hold	7,396	–	–	0.28%	40
2025 Q3	$678K	Hold	7,396	–	–	0.28%	47
2025 Q2	$739K	Hold	7,396	–	–	0.31%	50
2025 Q1	$778K	Buy	+7,396	New	+$722K	0.4%	46
2023 Q4	–	Sell	-20,967	Closed	-$1.71M	–	83
2023 Q3	$1.71M	Hold	20,967	–	–	2.14%	11
2023 Q2	$1.45M	Buy	20,967 +2,808	+15%	+$213K	1.67%	14
2023 Q1	$1.57M	Hold	18,159	–	–	1.87%	14
2022 Q4	$1.24M	Buy	+18,159	New	+$1.04M	1.57%	21
2022 Q3	–	Sell	-5,590	Closed	-$505K	–	41
2022 Q2	$505K	Buy	+5,590	New	+$604K	1.14%	19

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DC Investments Management's OKTA Position: Q2 2026 in Review

DC Investments Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 7,396 shares — an estimated $582K sold.

DC Investments Management first reported a position in OKTA in Q2 2022 and held it in 10 quarters. The position peaked at $1.71M in Q3 2023. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

DC Investments Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
DC Investments Management sold 7,396 Okta shares in Q2 2026, an estimated $582K.
DC Investments Management first reported a position in Okta in Q2 2022 and held it in 10 quarters.
DC Investments Management's Okta position peaked at $1.71M in Q3 2023.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.