Financial Management Professionals’s Okta OKTA Stock Holding History

Financial Management Professionals’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	$2.18K	Hold	16	–	–	﹤0.01%	783
2026 Q1	$1.26K	Hold	16	–	–	﹤0.01%	783
2025 Q4	$1.38K	Hold	16	–	–	﹤0.01%	760
2025 Q3	$1.47K	Sell	16 -6	-27%	-$560	﹤0.01%	740
2025 Q2	$2.2K	Buy	22 +6	+38%	+$641	﹤0.01%	739
2025 Q1	$1.68K	Hold	16	–	–	﹤0.01%	761
2024 Q4	$1.26K	Hold	16	–	–	﹤0.01%	783
2024 Q3	$1K	Hold	16	–	–	﹤0.01%	859
2024 Q2	$1K	Hold	16	–	–	﹤0.01%	819
2024 Q1	$2K	Hold	16	–	–	﹤0.01%	766
2023 Q4	$1K	Hold	16	–	–	﹤0.01%	869
2023 Q3	$1K	Hold	16	–	–	﹤0.01%	816
2023 Q2	$1K	Hold	16	–	–	﹤0.01%	854
2023 Q1	$1K	Hold	16	–	–	﹤0.01%	921
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	848
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	850
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	861
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	796
2021 Q4	$4K	Hold	16	–	–	﹤0.01%	625
2021 Q3	$4K	Hold	16	–	–	﹤0.01%	621
2021 Q2	$4K	Hold	16	–	–	﹤0.01%	568
2021 Q1	$4K	Hold	16	–	–	﹤0.01%	506
2020 Q4	$4K	Hold	16	–	–	﹤0.01%	477
2020 Q3	$3K	Hold	16	–	–	﹤0.01%	468
2020 Q2	$3K	Hold	16	–	–	﹤0.01%	458
2020 Q1	$2K	Hold	16	–	–	﹤0.01%	256
2019 Q4	$2K	Buy	+16	New	+$1.84K	﹤0.01%	279

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Financial Management Professionals's OKTA Position: Q2 2026 in Review

Financial Management Professionals held its Okta (OKTA) position steady in Q2 2026 at 16 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Financial Management Professionals first reported a position in OKTA in Q4 2019 and has held it in 27 quarters since. The position peaked at $4K in Q4 2021. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Financial Management Professionals held 16 shares of Okta worth $2.18K as of Q2 2026.
Financial Management Professionals left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #783 holding.
Financial Management Professionals first reported a position in Okta in Q4 2019 and has held it in 27 quarters since.
Financial Management Professionals's Okta position peaked at $4K in Q4 2021.
88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.