GI
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Gradient Investments’s Okta OKTA Stock Holding History

Gradient Investments’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 		$3.2M Buy
23,481
+598
+3% +$56.2K 0.04% 224
2026
Q1 		$1.8M Buy
+22,883
New +$1.9M 0.03% 261
2024
Q3 		– Sell
-3
Closed -$281 – 975
2024
Q2 		$281 Buy
+3
New +$284 ﹤0.01% 1240
2023
Q4 		– Sell
-200
Closed -$16.3K – 1894
2023
Q3 		$16.3K Buy
+200
New +$15.2K ﹤0.01% 710
2023
Q1 		– Sell
-4
Closed -$273 – 1605
2022
Q4 		$273 Sell
4
-7
-64% -$400 ﹤0.01% 1348
2022
Q3 		$1K Sell
11
-3
-21% -$258 ﹤0.01% 1269
2022
Q2 		$1K Sell
14
-38,690
-100% -$4.18M ﹤0.01% 1153
2022
Q1 		$5.84M Buy
38,704
+4,564
+13% +$818K 0.15% 139
2021
Q4 		$7.65M Buy
34,140
+14,332
+72% +$3.41M 0.19% 130
2021
Q3 		$4.7M Buy
19,808
+19,708
+19,708% +$4.89M 0.13% 142
2021
Q2 		$24K Hold
100
– – ﹤0.01% 606
2021
Q1 		$22K Hold
100
– – ﹤0.01% 610
2020
Q4 		$21K Hold
100
– – ﹤0.01% 562
2020
Q3 		$21K Buy
+100
New +$20.8K ﹤0.01% 566
2020
Q2 		– Sell
-100
Closed -$12K – 1157
2020
Q1 		$12K Hold
100
– – ﹤0.01% 618
2019
Q4 		$12K Sell
100
-50
-33% -$5.76K ﹤0.01% 652
2019
Q3 		$15K Hold
150
– – ﹤0.01% 573
2019
Q2 		$19K Buy
+150
New +$16.3K ﹤0.01% 521

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
Assenagon Asset Management
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

Gradient Investments's OKTA Position: Q2 2026 in Review

Gradient Investments increased its Okta (OKTA) stake by 2.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 23,481 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #224.

Gradient Investments first reported a position in OKTA in Q2 2019 and has held it in 18 quarters since. The position peaked at $7.65M in Q4 2021. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Gradient Investments held 23,481 shares of Okta worth $3.2M as of Q2 2026.
  • Gradient Investments bought 598 Okta shares in Q2 2026, an estimated $56.2K.
  • Okta made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #224 holding.
  • Gradient Investments first reported a position in Okta in Q2 2019 and has held it in 18 quarters since.
  • Gradient Investments's Okta position peaked at $7.65M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.