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FNY Investment Advisers’s Okta OKTA Stock Holding History

FNY Investment Advisers’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 		$1.3M Sell
9,501
-749
-7% -$70.4K 0.47% 51
2026
Q1 		$806K Buy
10,250
+750
+8% +$62.2K 0.35% 72
2025
Q4 		$821K Buy
9,500
+319
+3% +$27.8K 0.23% 100
2025
Q3 		$841K Buy
9,181
+4,505
+96% +$421K 0.27% 117
2025
Q2 		$467K Buy
4,676
+676
+17% +$72.2K 0.2% 128
2025
Q1 		$420K Buy
4,000
+3,250
+433% +$317K 0.26% 88
2024
Q4 		$59K Sell
750
-750
-50% -$58.1K 0.03% 312
2024
Q3 		$111K Buy
1,500
+684
+84% +$59.8K 0.05% 220
2024
Q2 		$76K Sell
816
-698
-46% -$66.1K 0.05% 206
2024
Q1 		$158 Buy
+1,514
New +$140K 0.1% 143
2021
Q4 		– Sell
-1,400
Closed -$332K – 746
2021
Q3 		$332K Buy
+1,400
New +$348K 0.15% 115
2019
Q4 		– Sell
-1,600
Closed -$157K – 1008
2019
Q3 		$157K Buy
+1,600
New +$200K 0.05% 225
2018
Q4 		– Sell
-7,500
Closed -$527K – 938
2018
Q3 		$527K Buy
7,500
+7,200
+2,400% +$429K 0.12% 92
2018
Q2 		$15K Buy
+300
New +$14.3K 0.01% 392

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FNY Investment Advisers's OKTA Position: Q2 2026 in Review

FNY Investment Advisers reduced its Okta (OKTA) stake by 7.3% in Q2 2026, selling an estimated $70.4K and leaving 9,501 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #51.

FNY Investment Advisers first reported a position in OKTA in Q2 2018 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • FNY Investment Advisers held 9,501 shares of Okta worth $1.3M as of Q2 2026.
  • FNY Investment Advisers sold 749 Okta shares in Q2 2026, an estimated $70.4K.
  • Okta made up 0.47% of FNY Investment Advisers's portfolio in Q2 2026, its #51 holding.
  • FNY Investment Advisers first reported a position in Okta in Q2 2018 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.