DB
OKTA icon

Dmitry Balyasny’s Okta OKTA Stock Holding History

Dmitry Balyasny’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 		$4.42M Buy
+32,400
New +$3.05M 0.01% 1430
2026
Q1 		– Sell
-62,200
Closed -$5.38M – 3340
2025
Q4 		$5.38M Buy
62,200
+42,200
+211% +$3.68M 0.01% 1358
2025
Q3 		$1.83M Sell
20,000
-6,100
-23% -$570K ﹤0.01% 1842
2025
Q2 		$2.61M Sell
26,100
-2,600
-9% -$278K ﹤0.01% 1592
2025
Q1 		$3.02M Sell
28,700
-47,000
-62% -$4.59M 0.01% 1496
2024
Q4 		$5.97M Buy
75,700
+62,200
+461% +$4.82M 0.01% 1189
2024
Q3 		$1M Hold
13,500
– – ﹤0.01% 1967
2024
Q2 		$1.26M Sell
13,500
-16,000
-54% -$1.51M ﹤0.01% 1703
2024
Q1 		$3.09M Buy
+29,500
New +$2.72M 0.01% 1405
2023
Q1 		– Sell
-180,000
Closed -$12.3M – 3006
2022
Q4 		$12.3M Buy
180,000
+170,000
+1,700% +$9.71M 0.03% 657
2022
Q3 		$569K Hold
10,000
– – ﹤0.01% 1997
2022
Q2 		$904K Sell
10,000
-27,500
-73% -$2.97M ﹤0.01% 1796
2022
Q1 		$5.66M Buy
37,500
+7,500
+25% +$1.34M 0.02% 901
2021
Q4 		$6.72M Buy
+30,000
New +$7.15M 0.02% 755
2021
Q3 		– Sell
-2,500
Closed -$612K – 2288
2021
Q2 		$612K Buy
+2,500
New +$603K ﹤0.01% 1480

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dmitry Balyasny's OKTA Position: Q2 2026 in Review

Dmitry Balyasny increased its Okta (OKTA) stake by 14% in Q2 2026, buying an estimated $11.2M and bringing the position to 950,408 shares worth $130M. The position accounts for 0.16% of the portfolio, ranked #138.

Dmitry Balyasny first reported a position in OKTA in Q4 2018 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Dmitry Balyasny held 950,408 shares of Okta worth $130M as of Q2 2026.
  • Dmitry Balyasny bought 118,778 Okta shares in Q2 2026, an estimated $11.2M.
  • Okta made up 0.16% of Dmitry Balyasny's portfolio in Q2 2026, its #138 holding.
  • Dmitry Balyasny first reported a position in Okta in Q4 2018 and has held it in 19 quarters since.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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