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Fortitude Family Office’s Okta OKTA Stock Holding History

Fortitude Family Office’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 		$13.6K Buy
100
+36
+56% +$3.39K ﹤0.01% 662
2026
Q1 		$5.04K Buy
64
+26
+68% +$2.16K ﹤0.01% 908
2025
Q4 		$3.29K Sell
38
-15
-28% -$1.31K ﹤0.01% 979
2025
Q3 		$4.86K Sell
53
-6
-10% -$560 ﹤0.01% 823
2025
Q2 		$5.9K Buy
59
+37
+168% +$3.95K ﹤0.01% 740
2025
Q1 		$2.31K Hold
22
– – ﹤0.01% 900
2024
Q4 		$1.73K Hold
22
– – ﹤0.01% 1055
2024
Q3 		$1.64K Hold
22
– – ﹤0.01% 1038
2024
Q2 		$2.06K Hold
22
– – ﹤0.01% 801
2024
Q1 		$2.3K Hold
22
– – ﹤0.01% 795
2023
Q4 		$1.99K Buy
+22
New +$1.68K ﹤0.01% 870

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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Fortitude Family Office's OKTA Position: Q2 2026 in Review

Fortitude Family Office increased its Okta (OKTA) stake by 56% in Q2 2026, buying an estimated $3.39K and bringing the position to 100 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Fortitude Family Office first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Fortitude Family Office held 100 shares of Okta worth $13.6K as of Q2 2026.
  • Fortitude Family Office bought 36 Okta shares in Q2 2026, an estimated $3.39K.
  • Okta made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #662 holding.
  • Fortitude Family Office first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 182 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.