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IEQ Capital’s Okta OKTA Stock Holding History

IEQ 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 		$14.6M Buy
107,172
+25,143
+31% +$2.36M 0.07% 268
2026
Q1 		$6.46M Sell
82,029
-1,980
-2% -$164K 0.03% 451
2025
Q4 		$7.26M Sell
84,009
-118,197
-58% -$10.3M 0.02% 430
2025
Q3 		$18.5M Buy
202,206
+41,416
+26% +$3.87M 0.06% 185
2025
Q2 		$16.1M Buy
160,790
+37,475
+30% +$4M 0.1% 157
2025
Q1 		$13M Buy
123,315
+25,327
+26% +$2.47M 0.1% 153
2024
Q4 		$7.72M Buy
97,988
+49,002
+100% +$3.8M 0.07% 179
2024
Q3 		$3.64M Sell
48,986
-3,951
-7% -$345K 0.04% 245
2024
Q2 		$4.96M Sell
52,937
-3,179
-6% -$301K 0.07% 184
2024
Q1 		$5.87M Sell
56,116
-7,940
-12% -$732K 0.08% 155
2023
Q4 		$5.8M Sell
64,056
-2,707
-4% -$207K 0.1% 139
2023
Q3 		$5.44M Sell
66,763
-5,898
-8% -$447K 0.11% 126
2023
Q2 		$5.04M Buy
72,661
+37,978
+110% +$2.88M 0.1% 137
2023
Q1 		$2.99M Sell
34,683
-1,936
-5% -$147K 0.07% 189
2022
Q4 		$2.5M Sell
36,619
-3,042
-8% -$174K 0.07% 201
2022
Q3 		$2.25M Sell
39,661
-16,030
-29% -$1.38M 0.06% 210
2022
Q2 		$5.04M Buy
55,691
+5,259
+10% +$568K 0.15% 97
2022
Q1 		$7.61M Buy
50,432
+14,759
+41% +$2.65M 0.18% 82
2021
Q4 		$8M Buy
35,673
+11,822
+50% +$2.82M 0.18% 76
2021
Q3 		$5.66M Buy
23,851
+5,549
+30% +$1.38M 0.15% 88
2021
Q2 		$4.48M Buy
18,302
+17,366
+1,855% +$4.19M 0.13% 96
2021
Q1 		$206K Buy
+936
New +$235K 0.01% 458
2020
Q4 		– Sell
-1,050
Closed -$225K – 340
2020
Q3 		$225K Buy
+1,050
New +$219K 0.01% 346

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

IEQ Capital's OKTA Position: Q2 2026 in Review

IEQ Capital increased its Okta (OKTA) stake by 31% in Q2 2026, buying an estimated $2.36M and bringing the position to 107,172 shares worth $14.6M. The position accounts for 0.07% of the portfolio, ranked #268.

IEQ Capital first reported a position in OKTA in Q3 2020 and has held it in 23 quarters since. The position peaked at $18.5M in Q3 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • IEQ Capital held 107,172 shares of Okta worth $14.6M as of Q2 2026.
  • IEQ Capital bought 25,143 Okta shares in Q2 2026, an estimated $2.36M.
  • Okta made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #268 holding.
  • IEQ Capital first reported a position in Okta in Q3 2020 and has held it in 23 quarters since.
  • IEQ Capital's Okta position peaked at $18.5M in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.