IA
OKTA icon

IFP Advisors’s Okta OKTA Stock Holding History

IFP Advisors’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 		$135K Sell
988
-214
-18% -$20.1K ﹤0.01% 1772
2026
Q1 		$94.6K Sell
1,202
-89
-7% -$7.39K ﹤0.01% 1879
2025
Q4 		$112K Buy
1,291
+16
+1% +$1.4K ﹤0.01% 1727
2025
Q3 		$117K Sell
1,275
-287
-18% -$26.8K ﹤0.01% 1582
2025
Q2 		$156K Buy
1,562
+697
+81% +$74.4K ﹤0.01% 1390
2025
Q1 		$91K Buy
865
+45
+5% +$4.39K ﹤0.01% 1579
2024
Q4 		$64.6K Buy
820
+35
+4% +$2.71K ﹤0.01% 1696
2024
Q3 		$58.4K Buy
785
+235
+43% +$20.5K ﹤0.01% 1659
2024
Q2 		$51.5K Buy
550
+96
+21% +$9.09K ﹤0.01% 1665
2024
Q1 		$47.5K Sell
454
-467
-51% -$43.1K ﹤0.01% 1612
2023
Q4 		$83.4K Buy
921
+109
+13% +$8.31K ﹤0.01% 1326
2023
Q3 		$66.2K Sell
812
-18
-2% -$1.36K ﹤0.01% 1441
2023
Q2 		$57.6K Buy
830
+391
+89% +$29.7K ﹤0.01% 1548
2023
Q1 		$25.2K Sell
439
-1,305
-75% -$99.3K ﹤0.01% 1918
2022
Q4 		$132K Sell
1,744
-1,432
-45% -$81.8K ﹤0.01% 1590
2022
Q3 		$222K Buy
3,176
+1,268
+66% +$109K 0.01% 1349
2022
Q2 		$141K Hold
1,908
– – ﹤0.01% 1484
2022
Q1 		$141K Sell
1,908
-1,357
-42% -$243K ﹤0.01% 1484
2021
Q4 		$733K Buy
3,265
+15
+0.5% +$3.57K 0.01% 477
2021
Q3 		$770K Buy
3,250
+1,370
+73% +$340K 0.02% 464
2021
Q2 		$457K Buy
1,880
+1,118
+147% +$270K 0.01% 574
2021
Q1 		$169K Sell
762
-676
-47% -$170K ﹤0.01% 924
2020
Q4 		$369K Buy
1,438
+161
+13% +$38.3K 0.02% 592
2020
Q3 		$273K Buy
1,277
+31
+2% +$6.46K 0.02% 596
2020
Q2 		$250K Buy
1,246
+52
+4% +$8.83K 0.02% 586
2020
Q1 		$147K Buy
1,194
+92
+8% +$11.5K 0.01% 685
2019
Q4 		$133K Buy
1,102
+16
+1% +$1.84K 0.01% 805
2019
Q3 		$107K Buy
+1,086
New +$136K 0.01% 1028
2019
Q1 		$1K Sell
14
-2,429
-99% -$192K ﹤0.01% 2236
2018
Q4 		$151K Sell
2,443
-756
-24% -$44.8K 0.01% 988
2018
Q3 		$225K Buy
3,199
+749
+31% +$44.6K 0.01% 1016
2018
Q2 		$123K Buy
+2,450
New +$117K 0.01% 1368

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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

IFP Advisors's OKTA Position: Q2 2026 in Review

IFP Advisors reduced its Okta (OKTA) stake by 18% in Q2 2026, selling an estimated $20.1K and leaving 988 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

IFP Advisors first reported a position in OKTA in Q2 2018 and has held it in 32 quarters since. The position peaked at $770K in Q3 2021. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • IFP Advisors held 988 shares of Okta worth $135K as of Q2 2026.
  • IFP Advisors sold 214 Okta shares in Q2 2026, an estimated $20.1K.
  • Okta made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1772 holding.
  • IFP Advisors first reported a position in Okta in Q2 2018 and has held it in 32 quarters since.
  • IFP Advisors's Okta position peaked at $770K in Q3 2021.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.