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Everence Capital Management’s Okta OKTA Stock Holding History

Everence Capital 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 		$700K Buy
5,130
+28
+0.5% +$2.63K 0.04% 325
2026
Q1 		$402K Buy
5,102
+1,553
+44% +$129K 0.02% 444
2025
Q4 		$307K Sell
3,549
-5,300
-60% -$463K 0.02% 575
2025
Q3 		$811K Buy
8,849
+3,549
+67% +$331K 0.05% 276
2025
Q2 		$530K Hold
5,300
– – 0.03% 360
2025
Q1 		$558K Buy
5,300
+790
+18% +$77.2K 0.04% 340
2024
Q4 		$355K Buy
+4,510
New +$350K 0.02% 495

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

Everence Capital Management's OKTA Position: Q2 2026 in Review

Everence Capital Management increased its Okta (OKTA) stake by 0.55% in Q2 2026, buying an estimated $2.63K and bringing the position to 5,130 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #325.

Everence Capital Management first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $811K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Everence Capital Management held 5,130 shares of Okta worth $700K as of Q2 2026.
  • Everence Capital Management bought 28 Okta shares in Q2 2026, an estimated $2.63K.
  • Okta made up 0.04% of Everence Capital Management's portfolio in Q2 2026, its #325 holding.
  • Everence Capital Management first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • Everence Capital Management's Okta position peaked at $811K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.