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IQ EQ Fund Management’s Okta OKTA Stock Holding History

IQ EQ Fund 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 		$6M Sell
43,953
-15,828
-26% -$1.49M 0.38% 78
2026
Q1 		$4.71M Sell
59,781
-102
-0.2% -$8.46K 0.36% 84
2025
Q4 		$5.18M Buy
59,883
+7,435
+14% +$649K 0.36% 80
2025
Q3 		$4.81M Buy
52,448
+960
+2% +$89.6K 0.33% 93
2025
Q2 		$5.15M Sell
51,488
-12,475
-20% -$1.33M 0.46% 71
2025
Q1 		$6.73M Sell
63,963
-1,968
-3% -$192K 0.79% 30
2024
Q4 		$5.2M Buy
65,931
+3,558
+6% +$276K 0.61% 48
2024
Q3 		$4.64M Sell
62,373
-4,824
-7% -$422K 0.48% 62
2024
Q2 		$6.29M Sell
67,197
-15,233
-18% -$1.44M 0.72% 36
2024
Q1 		$8.62M Sell
82,430
-1,019
-1% -$94K 0.98% 19
2023
Q4 		$7.55M Buy
83,449
+6,254
+8% +$477K 0.89% 23
2023
Q3 		$6.29M Sell
77,195
-4,764
-6% -$361K 1.29% 11
2023
Q2 		$5.68M Buy
81,959
+2,272
+3% +$173K 1.08% 26
2023
Q1 		$6.87M Buy
79,687
+7,836
+11% +$597K 1.32% 14
2022
Q4 		$4.91M Buy
71,851
+27,863
+63% +$1.59M 1.01% 33
2022
Q3 		$2.5M Buy
43,988
+5,316
+14% +$457K 0.56% 64
2022
Q2 		$3.5M Buy
38,672
+18,583
+93% +$2.01M 0.69% 49
2022
Q1 		$3.03M Buy
20,089
+4,029
+25% +$722K 0.49% 77
2021
Q4 		$3.6M Buy
16,060
+1,594
+11% +$380K 0.55% 62
2021
Q3 		$3.43M Buy
14,466
+936
+7% +$232K 0.52% 68
2021
Q2 		$3.31M Buy
13,530
+4,669
+53% +$1.13M 0.51% 68
2021
Q1 		$1.95M Buy
8,861
+3,255
+58% +$818K 0.34% 112
2020
Q4 		$1.43M Buy
5,606
+1,712
+44% +$407K 0.33% 94
2020
Q3 		$833K Buy
3,894
+2,046
+111% +$427K 0.25% 91
2020
Q2 		$370K Buy
+1,848
New +$314K 0.12% 117

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

IQ EQ Fund Management's OKTA Position: Q2 2026 in Review

IQ EQ Fund Management reduced its Okta (OKTA) stake by 26% in Q2 2026, selling an estimated $1.49M and leaving 43,953 shares worth $6M. The position accounts for 0.38% of the portfolio, ranked #78.

IQ EQ Fund Management first reported a position in OKTA in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.62M in Q1 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • IQ EQ Fund Management held 43,953 shares of Okta worth $6M as of Q2 2026.
  • IQ EQ Fund Management sold 15,828 Okta shares in Q2 2026, an estimated $1.49M.
  • Okta made up 0.38% of IQ EQ Fund Management's portfolio in Q2 2026, its #78 holding.
  • IQ EQ Fund Management first reported a position in Okta in Q2 2020 and has held it in 25 quarters since.
  • IQ EQ Fund Management's Okta position peaked at $8.62M in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.