EWM
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Empirical Wealth Management’s Okta OKTA Stock Holding History

Empirical Wealth 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 		$260K Sell
1,909
-2,782
-59% -$262K ﹤0.01% 914
2026
Q1 		$369K Buy
+4,691
New +$389K 0.01% 700

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

Empirical Wealth Management's OKTA Position: Q2 2026 in Review

Empirical Wealth Management reduced its Okta (OKTA) stake by 59% in Q2 2026, selling an estimated $262K and leaving 1,909 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Empirical Wealth Management first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $369K in Q1 2026. 126 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Empirical Wealth Management held 1,909 shares of Okta worth $260K as of Q2 2026.
  • Empirical Wealth Management sold 2,782 Okta shares in Q2 2026, an estimated $262K.
  • Okta made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #914 holding.
  • Empirical Wealth Management first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Okta position peaked at $369K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.