LIM
OKTA icon

Leavell Investment Management’s Okta OKTA Stock Holding History

Leavell 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 		$269K Buy
+1,975
New +$186K 0.01% 559
2025
Q2 		– Sell
-1,975
Closed -$208K – 587
2025
Q1 		$208K Buy
+1,975
New +$193K 0.01% 535
2024
Q2 		– Sell
-1,975
Closed -$207K – 511
2024
Q1 		$207K Buy
+1,975
New +$182K 0.01% 467
2022
Q3 		– Sell
-3,975
Closed -$359K – 440
2022
Q2 		$359K Sell
3,975
-4,300
-52% -$464K 0.03% 355
2022
Q1 		$1.25M Sell
8,275
-100
-1% -$17.9K 0.09% 212
2021
Q4 		$1.88M Hold
8,375
– – 0.12% 159
2021
Q3 		$1.99M Hold
8,375
– – 0.15% 139
2021
Q2 		$1.85M Hold
8,375
– – 0.15% 145
2021
Q1 		$1.85M Hold
8,375
– – 0.15% 145
2020
Q4 		$2.13M Sell
8,375
-100
-1% -$23.8K 0.18% 128
2020
Q3 		$1.81M Sell
8,475
-100
-1% -$20.8K 0.16% 133
2020
Q2 		$1.72M Hold
8,575
– – 0.17% 125
2020
Q1 		$1.05M Buy
8,575
+400
+5% +$50.2K 0.12% 155
2019
Q4 		$943K Buy
8,175
+500
+7% +$57.6K 0.09% 191
2019
Q3 		$756K Buy
7,675
+1,250
+19% +$156K 0.08% 212
2019
Q2 		$794K Buy
6,425
+350
+6% +$38K 0.08% 210
2019
Q1 		$503K Hold
6,075
– – 0.06% 255
2018
Q4 		$388K Buy
6,075
+1,575
+35% +$93.3K 0.05% 270
2018
Q3 		$317K Buy
+4,500
New +$268K 0.03% 311

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

Leavell Investment Management's OKTA Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Okta (OKTA) in Q2 2026: 1,975 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in OKTA as recently as Q1 2025.

Leavell Investment Management first reported a position in OKTA in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2020. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Leavell Investment Management held 1,975 shares of Okta worth $269K as of Q2 2026.
  • Okta was a new Leavell Investment Management position in Q2 2026.
  • Okta made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #559 holding.
  • Leavell Investment Management first reported a position in Okta in Q3 2018 and has held it in 19 quarters since.
  • Leavell Investment Management's Okta position peaked at $2.13M in Q4 2020.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.