LECAP Asset Management’s Okta OKTA Stock Holding History

LECAP 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	–	Sell	-7,975	Closed	-$628K	–	350
2026 Q1	$628K	Buy	+7,975	New	+$662K	0.24%	169
2025 Q4	–	Sell	-4,162	Closed	-$382K	–	361
2025 Q3	$382K	Buy	+4,162	New	+$389K	0.13%	231
2025 Q2	–	Sell	-25,920	Closed	-$2.73M	–	368
2025 Q1	$2.73M	Buy	25,920 +2,652	+11%	+$259K	0.64%	35
2024 Q4	$1.83M	Sell	23,268 -23,537	-50%	-$1.82M	0.5%	71
2024 Q3	$3.48M	Buy	+46,805	New	+$4.09M	0.75%	23
2024 Q2	–	Sell	-9,194	Closed	-$962K	–	384
2024 Q1	$962K	Sell	9,194 -8,663	-49%	-$799K	0.2%	188
2023 Q4	$1.62M	Buy	+17,857	New	+$1.36M	0.59%	48

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

LECAP Asset Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 7,975 shares — an estimated $628K sold.

LECAP Asset Management first reported a position in OKTA in Q4 2023 and held it in 7 quarters. The position peaked at $3.48M in Q3 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

LECAP Asset Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
LECAP Asset Management sold 7,975 Okta shares in Q2 2026, an estimated $628K.
LECAP Asset Management first reported a position in Okta in Q4 2023 and held it in 7 quarters.
LECAP Asset Management's Okta position peaked at $3.48M in Q3 2024.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.