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LRI Investments’s Okta OKTA Stock Holding History

LRI Investments’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 		$1.09K Buy
+8
New +$752 ﹤0.01% 1357

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's OKTA Position: Q2 2026 in Review

LRI Investments opened a new position in Okta (OKTA) in Q2 2026: 8 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

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

  • LRI Investments held 8 shares of Okta worth $1.09K as of Q2 2026.
  • Okta was a new LRI Investments position in Q2 2026.
  • Okta made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1357 holding.
  • 290 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.