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Greenvale Capital’s Okta OKTA Stock Holding History

Greenvale Capital’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 		$109M Sell
800,000
-300,000
-27% -$28.2M 11.92% 3
2026
Q1 		$86.6M Buy
1,100,000
+155,000
+16% +$12.9M 9.49% 5
2025
Q4 		$81.7M Buy
945,000
+205,000
+28% +$17.9M 7.43% 4
2025
Q3 		$67.9M Buy
+740,000
New +$69.1M 5.34% 8

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Greenvale Capital's OKTA Position: Q2 2026 in Review

Greenvale Capital reduced its Okta (OKTA) stake by 27% in Q2 2026, selling an estimated $28.2M and leaving 800,000 shares worth $109M. The position accounts for 11.92% of the portfolio, ranked #3.

Greenvale Capital first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 822 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Greenvale Capital held 800,000 shares of Okta worth $109M as of Q2 2026.
  • Greenvale Capital sold 300,000 Okta shares in Q2 2026, an estimated $28.2M.
  • Okta made up 11.92% of Greenvale Capital's portfolio in Q2 2026, its #3 holding.
  • Greenvale Capital first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 822 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Greenvale Capital's 13F filing for Q2 2026, filed 14 Aug 2026.