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Jupiter Asset Management’s Okta OKTA Stock Holding History

Jupiter Asset 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 		$12.7M Sell
93,220
-237,762
-72% -$22.4M 0.06% 280
2026
Q1 		$26.1M Sell
330,982
-183,467
-36% -$15.2M 0.14% 181
2025
Q4 		$44.5M Buy
514,449
+497,758
+2,982% +$43.4M 0.36% 86
2025
Q3 		$1.53M Sell
16,691
-284,139
-94% -$26.5M 0.01% 331
2025
Q2 		$30.1M Buy
+300,830
New +$32.1M 0.25% 126
2024
Q4 		– Sell
-12,141
Closed -$903K – 457
2024
Q3 		$903K Buy
+12,141
New +$1.06M 0.01% 354
2021
Q2 		– Sell
-32,067
Closed -$7.07M – 650
2021
Q1 		$7.07M Buy
32,067
+3,544
+12% +$891K 0.07% 265
2020
Q4 		$7.25M Sell
28,523
-1,735
-6% -$412K 0.07% 260
2020
Q3 		$6.47M Buy
30,258
+72
+0.2% +$15K 0.07% 271
2020
Q2 		$6.04M Buy
30,186
+3,751
+14% +$637K 0.2% 123
2020
Q1 		$3.23M Buy
26,435
+24,620
+1,356% +$3.09M 0.14% 141
2019
Q4 		$209K Sell
1,815
-12,571
-87% -$1.45M 0.01% 208
2019
Q3 		$1.42M Sell
14,386
-10,525
-42% -$1.31M 0.05% 185
2019
Q2 		$3.08M Buy
+24,911
New +$2.7M 0.1% 164

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

Jupiter Asset Management's OKTA Position: Q2 2026 in Review

Jupiter Asset Management reduced its Okta (OKTA) stake by 72% in Q2 2026, selling an estimated $22.4M and leaving 93,220 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #280.

Jupiter Asset Management first reported a position in OKTA in Q2 2019 and has held it in 14 quarters since. The position peaked at $44.5M in Q4 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Jupiter Asset Management held 93,220 shares of Okta worth $12.7M as of Q2 2026.
  • Jupiter Asset Management sold 237,762 Okta shares in Q2 2026, an estimated $22.4M.
  • Okta made up 0.06% of Jupiter Asset Management's portfolio in Q2 2026, its #280 holding.
  • Jupiter Asset Management first reported a position in Okta in Q2 2019 and has held it in 14 quarters since.
  • Jupiter Asset Management's Okta position peaked at $44.5M in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.