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Global Retirement Partners’s Okta OKTA Stock Holding History

Global Retirement Partners’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
2024
Q4 		$308 Buy
+500
New +$38.8K ﹤0.01% 3461

Other funds holding OKTA

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Swedbank
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Global Retirement Partners's OKTA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Okta (OKTA) in Q2 2026: 2,637 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OKTA as recently as Q4 2025.

Global Retirement Partners first reported a position in OKTA in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2025. 382 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Global Retirement Partners held 2,637 shares of Okta worth $360K as of Q2 2026.
  • Okta was a new Global Retirement Partners position in Q2 2026.
  • Okta made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1202 holding.
  • Global Retirement Partners first reported a position in Okta in Q1 2019 and has held it in 21 quarters since.
  • Global Retirement Partners's Okta position peaked at $1.29M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.