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International Assets Investment Management’s Okta OKTA Stock Holding History

International Assets Investment Management’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 		$389K Sell
2,768
-760
-22% -$71.5K 0.02% 584
2026
Q1 		$279K Buy
3,528
+2,076
+143% +$172K 0.02% 659
2025
Q4 		$126K Buy
+1,452
New +$127K 0.01% 951
2024
Q4 		– Sell
-9,739
Closed -$131 – 1527
2024
Q3 		$131 Buy
9,739
+9,484
+3,719% +$829K ﹤0.01% 1600
2024
Q2 		$23.9K Buy
+255
New +$24.1K ﹤0.01% 1429
2021
Q2 		– Sell
-110
Closed -$28K – 1449
2021
Q1 		$28K Hold
110
– – ﹤0.01% 1175
2020
Q4 		$28K Buy
+110
New +$26.1K 0.01% 1051
2020
Q3 		– Sell
-1,106
Closed -$221K – 428
2020
Q2 		$221K Buy
+1,106
New +$188K 0.05% 292

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

International Assets Investment Management's OKTA Position: Q2 2026 in Review

International Assets Investment Management reduced its Okta (OKTA) stake by 22% in Q2 2026, selling an estimated $71.5K and leaving 2,768 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #584.

International Assets Investment Management first reported a position in OKTA in Q2 2020 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • International Assets Investment Management held 2,768 shares of Okta worth $389K as of Q2 2026.
  • International Assets Investment Management sold 760 Okta shares in Q2 2026, an estimated $71.5K.
  • Okta made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #584 holding.
  • International Assets Investment Management first reported a position in Okta in Q2 2020 and has held it in 8 quarters since.
  • 556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.