Janney Montgomery Scott’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Buy |
+12,278
| New | +$1.15M | ﹤0.01% | 1590 |
|
|
2026
Q1 | – | Sell |
-12,022
| Closed | -$1.04M | – | 2969 |
|
|
2025
Q4 | $1.04M | Buy |
12,022
+355
| +3% | +$31K | ﹤0.01% | 1700 |
|
|
2025
Q3 | $1.07M | Sell |
11,667
-2,440
| -17% | -$228K | ﹤0.01% | 1648 |
|
|
2025
Q2 | $1.41M | Sell |
14,107
-914
| -6% | -$97.6K | ﹤0.01% | 1383 |
|
|
2025
Q1 | $1.58M | Buy |
15,021
+8,166
| +119% | +$798K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $540K | Sell |
6,855
-31
| -0.5% | -$2.4K | ﹤0.01% | 1939 |
|
|
2024
Q3 | $512K | Sell |
6,886
-140
| -2% | -$12.2K | ﹤0.01% | 1950 |
|
|
2024
Q2 | $658K | Buy |
7,026
+13
| +0.2% | +$1.23K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $734K | Sell |
7,013
-161
| -2% | -$14.9K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $649K | Sell |
7,174
-97
| -1% | -$7.4K | ﹤0.01% | 1710 |
|
|
2023
Q3 | $593K | Sell |
7,271
-24
| -0.3% | -$1.82K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $506K | Buy |
+7,295
| New | +$554K | ﹤0.01% | 1853 |
|
|
2022
Q2 | – | Sell |
-1,561
| Closed | -$236K | – | 2404 |
|
|
2022
Q1 | $236K | Sell |
1,561
-346
| -18% | -$62K | ﹤0.01% | 2003 |
|
|
2021
Q4 | $427K | Buy |
1,907
+75
| +4% | +$17.9K | ﹤0.01% | 1817 |
|
|
2021
Q3 | $435K | Buy |
1,832
+333
| +22% | +$82.7K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $367K | Buy |
1,499
+237
| +19% | +$57.2K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $278K | Sell |
1,262
-2,028
| -62% | -$510K | ﹤0.01% | 1891 |
|
|
2020
Q4 | $837K | Sell |
3,290
-175
| -5% | -$41.6K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $741K | Buy |
3,465
+271
| +8% | +$56.5K | ﹤0.01% | 1230 |
|
|
2020
Q2 | $640K | Buy |
3,194
+31
| +1% | +$5.26K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $387K | Sell |
3,163
-2,383
| -43% | -$299K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $640K | Buy |
5,546
+654
| +13% | +$75.3K | ﹤0.01% | 1296 |
|
|
2019
Q3 | $482K | Sell |
4,892
-4,568
| -48% | -$571K | ﹤0.01% | 1415 |
|
|
2019
Q2 | $1.17M | Buy |
9,460
+1,908
| +25% | +$207K | 0.01% | 970 |
|
|
2019
Q1 | $625K | Buy |
7,552
+666
| +10% | +$52.7K | 0.01% | 1264 |
|
|
2018
Q4 | $439K | Sell |
6,886
-5,003
| -42% | -$297K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $837K | Buy |
11,889
+2,933
| +33% | +$175K | 0.01% | 1137 |
|
|
2018
Q2 | $451K | Buy |
+8,956
| New | +$426K | ﹤0.01% | 1451 |
|
Other funds holding OKTA
Janney Montgomery Scott's OKTA Position: Q2 2026 in Review
Janney Montgomery Scott opened a new position in Okta (OKTA) in Q2 2026: 12,278 shares worth $1.68M. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in OKTA as recently as Q4 2025.
Janney Montgomery Scott first reported a position in OKTA in Q2 2018 and has held it in 28 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Janney Montgomery Scott held 12,278 shares of Okta worth $1.68M as of Q2 2026.
- Okta was a new Janney Montgomery Scott position in Q2 2026.
- Okta made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1590 holding.
- Janney Montgomery Scott first reported a position in Okta in Q2 2018 and has held it in 28 quarters since.
- 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.