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Diversified Trust’s Okta OKTA Stock Holding History

Diversified Trust’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 		$1.75M Sell
12,842
-841
-6% -$79.1K 0.03% 317
2026
Q1 		$1.08M Buy
13,683
+399
+3% +$33.1K 0.02% 439
2025
Q4 		$1.15M Buy
13,284
+2,842
+27% +$248K 0.02% 394
2025
Q3 		$958K Sell
10,442
-6,100
-37% -$570K 0.02% 428
2025
Q2 		$1.65M Sell
16,542
-1,443
-8% -$154K 0.04% 273
2025
Q1 		$1.89M Sell
17,985
-8,507
-32% -$831K 0.05% 224
2024
Q4 		$2.09M Buy
26,492
+2,756
+12% +$214K 0.05% 220
2024
Q3 		$1.76M Buy
23,736
+4
+0% +$350 0.04% 247
2024
Q2 		$2.22M Buy
23,732
+3,742
+19% +$354K 0.06% 184
2024
Q1 		$2.09M Buy
19,990
+377
+2% +$34.8K 0.06% 184
2023
Q4 		$1.78M Sell
19,613
-689
-3% -$52.6K 0.06% 190
2023
Q3 		$1.65M Sell
20,302
-1,898
-9% -$144K 0.06% 175
2023
Q2 		$1.54M Buy
22,200
+4,635
+26% +$352K 0.06% 183
2023
Q1 		$1.51M Buy
17,565
+2,604
+17% +$198K 0.06% 185
2022
Q4 		$1.02M Buy
14,961
+2,763
+23% +$158K 0.04% 230
2022
Q3 		$694K Buy
12,198
+5,698
+88% +$490K 0.03% 288
2022
Q2 		$588K Buy
6,500
+1,200
+23% +$130K 0.02% 341
2022
Q1 		$800K Buy
5,300
+1,222
+30% +$219K 0.03% 314
2021
Q4 		$914K Sell
4,078
-242
-6% -$57.6K 0.03% 282
2021
Q3 		$1.02M Buy
4,320
+880
+26% +$218K 0.04% 221
2021
Q2 		$842K Buy
3,440
+825
+32% +$199K 0.03% 269
2021
Q1 		$576K Sell
2,615
-581
-18% -$146K 0.02% 333
2020
Q4 		$813K Sell
3,196
-876
-22% -$208K 0.03% 241
2020
Q3 		$871K Sell
4,072
-66
-2% -$13.8K 0.04% 206
2020
Q2 		$829K Buy
4,138
+1,448
+54% +$246K 0.04% 179
2020
Q1 		$329K Buy
2,690
+760
+39% +$95.4K 0.02% 283
2019
Q4 		$223K Buy
+1,930
New +$222K 0.01% 403
2019
Q3 		– Sell
-2,230
Closed -$275K – 369
2019
Q2 		$275K Sell
2,230
-1,940
-47% -$211K 0.01% 295
2019
Q1 		$345K Sell
4,170
-4,845
-54% -$384K 0.02% 239
2018
Q4 		$575K Buy
9,015
+405
+5% +$24K 0.03% 167
2018
Q3 		$606K Sell
8,610
-560
-6% -$33.3K 0.03% 158
2018
Q2 		$462K Hold
9,170
– – 0.03% 168
2018
Q1 		$365K Buy
+9,170
New +$306K 0.02% 194

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

Diversified Trust's OKTA Position: Q2 2026 in Review

Diversified Trust reduced its Okta (OKTA) stake by 6.1% in Q2 2026, selling an estimated $79.1K and leaving 12,842 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #317.

Diversified Trust first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.22M in Q2 2024. 106 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Diversified Trust held 12,842 shares of Okta worth $1.75M as of Q2 2026.
  • Diversified Trust sold 841 Okta shares in Q2 2026, an estimated $79.1K.
  • Okta made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #317 holding.
  • Diversified Trust first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
  • Diversified Trust's Okta position peaked at $2.22M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.