Guggenheim Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.96M | Sell |
29,037
-7,537
| -21% | -$709K | 0.02% | 515 |
|
|
2026
Q1 | $2.88M | Buy |
36,574
+8,699
| +31% | +$722K | 0.02% | 598 |
|
|
2025
Q4 | $2.41M | Buy |
27,875
+5,259
| +23% | +$459K | 0.02% | 619 |
|
|
2025
Q3 | $2.07M | Buy |
22,616
+4,703
| +26% | +$439K | 0.02% | 672 |
|
|
2025
Q2 | $1.79M | Buy |
17,913
+7,703
| +75% | +$823K | 0.01% | 684 |
|
|
2025
Q1 | $1.07M | Buy |
10,210
+993
| +11% | +$97K | 0.01% | 854 |
|
|
2024
Q4 | $726K | Buy |
9,217
+3,267
| +55% | +$253K | 0.01% | 1079 |
|
|
2024
Q3 | $442K | Buy |
5,950
+110
| +2% | +$9.61K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $547K | Sell |
5,840
-5,706
| -49% | -$540K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $1.21M | Sell |
11,546
-1,126
| -9% | -$104K | 0.01% | 1099 |
|
|
2023
Q4 | $1.15M | Sell |
12,672
-1,402
| -10% | -$107K | 0.01% | 1092 |
|
|
2023
Q3 | $1.15M | Buy |
14,074
+3,089
| +28% | +$234K | 0.01% | 1046 |
|
|
2023
Q2 | $762K | Buy |
10,985
+60
| +0.5% | +$4.56K | 0.01% | 1293 |
|
|
2023
Q1 | $942K | Buy |
10,925
+1,537
| +16% | +$117K | 0.01% | 1216 |
|
|
2022
Q4 | $641K | Sell |
9,388
-23,781
| -72% | -$1.36M | 0.01% | 1374 |
|
|
2022
Q3 | $1.89M | Buy |
33,169
+1,970
| +6% | +$169K | 0.02% | 862 |
|
|
2022
Q2 | $2.82M | Buy |
31,199
+1,981
| +7% | +$214K | 0.02% | 765 |
|
|
2022
Q1 | $4.41M | Sell |
29,218
-9,469
| -24% | -$1.7M | 0.03% | 702 |
|
|
2021
Q4 | $8.67M | Buy |
38,687
+3,379
| +10% | +$805K | 0.05% | 480 |
|
|
2021
Q3 | $8.38M | Buy |
35,308
+4,898
| +16% | +$1.22M | 0.05% | 451 |
|
|
2021
Q2 | $7.44M | Sell |
30,410
-202
| -0.7% | -$48.8K | 0.04% | 507 |
|
|
2021
Q1 | $6.75M | Sell |
30,612
-245
| -0.8% | -$61.6K | 0.04% | 508 |
|
|
2020
Q4 | $7.85M | Buy |
30,857
+23,866
| +341% | +$5.67M | 0.05% | 411 |
|
|
2020
Q3 | $1.5M | Buy |
6,991
+1,534
| +28% | +$320K | 0.01% | 1021 |
|
|
2020
Q2 | $1.09M | Buy |
5,457
+832
| +18% | +$141K | 0.01% | 1145 |
|
|
2020
Q1 | $565K | Sell |
4,625
-1,810
| -28% | -$227K | 0.01% | 1327 |
|
|
2019
Q4 | $742K | Sell |
6,435
-2,679
| -29% | -$308K | 0.01% | 1454 |
|
|
2019
Q3 | $897K | Buy |
9,114
+2,794
| +44% | +$349K | 0.01% | 1372 |
|
|
2019
Q2 | $781K | Sell |
6,320
-2,602
| -29% | -$282K | 0.01% | 1465 |
|
|
2019
Q1 | $738K | Sell |
8,922
-17
| -0.2% | -$1.35K | 0.01% | 1522 |
|
|
2018
Q4 | $570K | Sell |
8,939
-8,121
| -48% | -$481K | ﹤0.01% | 1623 |
|
|
2018
Q3 | $1.2M | Sell |
17,060
-5,700
| -25% | -$339K | 0.01% | 1519 |
|
|
2018
Q2 | $1.15M | Buy |
22,760
+11,401
| +100% | +$543K | 0.01% | 1545 |
|
|
2018
Q1 | $453K | Buy |
+11,359
| New | +$379K | ﹤0.01% | 2412 |
|
Other funds holding OKTA
Guggenheim Capital's OKTA Position: Q2 2026 in Review
Guggenheim Capital reduced its Okta (OKTA) stake by 21% in Q2 2026, selling an estimated $709K and leaving 29,037 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #515.
Guggenheim Capital first reported a position in OKTA in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.67M in Q4 2021. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Guggenheim Capital held 29,037 shares of Okta worth $3.96M as of Q2 2026.
- Guggenheim Capital sold 7,537 Okta shares in Q2 2026, an estimated $709K.
- Okta made up 0.02% of Guggenheim Capital's portfolio in Q2 2026, its #515 holding.
- Guggenheim Capital first reported a position in Okta in Q1 2018 and has held it in 34 quarters since.
- Guggenheim Capital's Okta position peaked at $8.67M in Q4 2021.
- 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.