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Greenwood Capital Associates’s Okta OKTA Stock Holding History

Greenwood Capital Associates’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 		$683K Sell
5,004
-1,189
-19% -$112K 0.07% 183
2026
Q1 		$487K Sell
6,193
-424
-6% -$35.2K 0.05% 214
2025
Q4 		$572K Sell
6,617
-2,096
-24% -$183K 0.06% 173
2025
Q3 		$799K Sell
8,713
-484
-5% -$45.2K 0.09% 154
2025
Q2 		$919K Buy
9,197
+2,149
+30% +$230K 0.11% 146
2025
Q1 		$742K Buy
7,048
+4,395
+166% +$429K 0.1% 149
2024
Q4 		$209K Buy
+2,653
New +$206K 0.03% 236

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

Greenwood Capital Associates's OKTA Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Okta (OKTA) stake by 19% in Q2 2026, selling an estimated $112K and leaving 5,004 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #183.

Greenwood Capital Associates first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $919K in Q2 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Greenwood Capital Associates held 5,004 shares of Okta worth $683K as of Q2 2026.
  • Greenwood Capital Associates sold 1,189 Okta shares in Q2 2026, an estimated $112K.
  • Okta made up 0.07% of Greenwood Capital Associates's portfolio in Q2 2026, its #183 holding.
  • Greenwood Capital Associates first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • Greenwood Capital Associates's Okta position peaked at $919K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.