James T. Borello
OKTA icon

James T. Borello’s Okta OKTA Stock Holding History

James T. Borello’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
Q3 		$48.1K Hold
230
– – 0.01% 252
2026
Q2 		$31.4K Buy
230
+19
+9% +$1.79K 0.01% 311
2026
Q1 		$16.6K Buy
211
+204
+2,914% +$16.9K ﹤0.01% 419
2025
Q4 		$605 Sell
7
-26
-79% -$2.27K ﹤0.01% 925
2025
Q3 		$3.03K Buy
+33
New +$3.08K ﹤0.01% 645

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

James T. Borello's OKTA Position: Q3 2026 in Review

James T. Borello held its Okta (OKTA) position steady in Q3 2026 at 230 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #252.

James T. Borello first reported a position in OKTA in Q3 2025 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • James T. Borello held 230 shares of Okta worth $48.1K as of Q3 2026.
  • James T. Borello left its Okta share count unchanged in Q3 2026.
  • Okta made up 0.01% of James T. Borello's portfolio in Q3 2026, its #252 holding.
  • James T. Borello first reported a position in Okta in Q3 2025 and has held it in 5 quarters since.
  • 344 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.