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LMR Partners’s Okta OKTA Stock Holding History

LMR Partners’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
Q1 		– Sell
-10,700
Closed -$925K – 1761
2025
Q4 		$925K Hold
10,700
– – ﹤0.01% 1006
2025
Q3 		$981K Sell
10,700
-35,400
-77% -$3.31M ﹤0.01% 940
2025
Q2 		$4.61M Buy
46,100
+19,800
+75% +$2.11M 0.03% 466
2025
Q1 		$2.77M Buy
+26,300
New +$2.57M 0.03% 582

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 $3.38T AUM 44.17% 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

LMR Partners's OKTA Position: Q2 2026 in Review

LMR Partners opened a new position in Okta (OKTA) in Q2 2026: 156,716 shares worth $21.4M. The stake represents 0.08% of the portfolio and ranks #226 among its holdings. This is a return to the name: LMR Partners previously reported a position in OKTA as recently as Q4 2025.

LMR Partners first reported a position in OKTA in Q2 2020 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • LMR Partners held 156,716 shares of Okta worth $21.4M as of Q2 2026.
  • Okta was a new LMR Partners position in Q2 2026.
  • Okta made up 0.08% of LMR Partners's portfolio in Q2 2026, its #226 holding.
  • LMR Partners first reported a position in Okta in Q2 2020 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.