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Legacy Advisors’s Okta OKTA Stock Holding History

Legacy Advisors’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 		$491K Buy
+3,600
New +$339K 0.05% 186

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Advisors's OKTA Position: Q2 2026 in Review

Legacy Advisors opened a new position in Okta (OKTA) in Q2 2026: 3,600 shares worth $491K. The stake represents 0.05% of the portfolio and ranks #186 among its holdings.

182 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Legacy Advisors held 3,600 shares of Okta worth $491K as of Q2 2026.
  • Okta was a new Legacy Advisors position in Q2 2026.
  • Okta made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #186 holding.
  • 182 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.