Mackenzie Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.25M | Sell |
23,807
-5,830
| -20% | -$548K | ﹤0.01% | 938 |
|
|
2026
Q1 | $2.33M | Buy |
29,637
+176
| +0.6% | +$14.6K | ﹤0.01% | 889 |
|
|
2025
Q4 | $2.57M | Buy |
29,461
+7,964
| +37% | +$695K | ﹤0.01% | 782 |
|
|
2025
Q3 | $1.97M | Buy |
21,497
+2,122
| +11% | +$198K | ﹤0.01% | 832 |
|
|
2025
Q2 | $1.94M | Buy |
19,375
+5,245
| +37% | +$560K | ﹤0.01% | 812 |
|
|
2025
Q1 | $1.49M | Buy |
14,130
+210
| +2% | +$20.5K | ﹤0.01% | 862 |
|
|
2024
Q4 | $1.1M | Sell |
13,920
-4,995
| -26% | -$387K | ﹤0.01% | 918 |
|
|
2024
Q3 | $1.41M | Buy |
18,915
+996
| +6% | +$87K | ﹤0.01% | 792 |
|
|
2024
Q2 | $1.68M | Buy |
17,919
+2,953
| +20% | +$280K | ﹤0.01% | 764 |
|
|
2024
Q1 | $1.57M | Buy |
14,966
+5,299
| +55% | +$489K | ﹤0.01% | 791 |
|
|
2023
Q4 | $875K | Buy |
9,667
+630
| +7% | +$48.1K | ﹤0.01% | 889 |
|
|
2023
Q3 | $712K | Sell |
9,037
-1,925
| -18% | -$146K | ﹤0.01% | 916 |
|
|
2023
Q2 | $759K | Buy |
10,962
+7,490
| +216% | +$569K | ﹤0.01% | 915 |
|
|
2023
Q1 | $299K | Sell |
3,472
-24,512
| -88% | -$1.87M | ﹤0.01% | 1186 |
|
|
2022
Q4 | $1.91M | Sell |
27,984
-38,761
| -58% | -$2.21M | ﹤0.01% | 687 |
|
|
2022
Q3 | $3.8M | Buy |
66,745
+57,514
| +623% | +$4.95M | 0.01% | 569 |
|
|
2022
Q2 | $834K | Sell |
9,231
-338
| -4% | -$36.5K | ﹤0.01% | 863 |
|
|
2022
Q1 | $1.45M | Sell |
9,569
-687
| -7% | -$123K | ﹤0.01% | 810 |
|
|
2021
Q4 | $2.3M | Buy |
10,256
+403
| +4% | +$96K | ﹤0.01% | 750 |
|
|
2021
Q3 | $2.34M | Buy |
9,853
+3,143
| +47% | +$780K | ﹤0.01% | 729 |
|
|
2021
Q2 | $1.64M | Buy |
6,710
+2,299
| +52% | +$555K | ﹤0.01% | 756 |
|
|
2021
Q1 | $972K | Buy |
4,411
+381
| +9% | +$95.8K | ﹤0.01% | 816 |
|
|
2020
Q4 | $1.02M | Sell |
4,030
-2,362
| -37% | -$561K | ﹤0.01% | 711 |
|
|
2020
Q3 | $1.37M | Buy |
6,392
+1,613
| +34% | +$336K | ﹤0.01% | 621 |
|
|
2020
Q2 | $957K | Buy |
+4,779
| New | +$811K | ﹤0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-3,321
| Closed | -$383K | – | 1146 |
|
|
2019
Q4 | $383K | Buy |
3,321
+367
| +12% | +$42.3K | ﹤0.01% | 908 |
|
|
2019
Q3 | $291K | Buy |
2,954
+154
| +6% | +$19.2K | ﹤0.01% | 894 |
|
|
2019
Q2 | $346K | Sell |
2,800
-39,345
| -93% | -$4.27M | ﹤0.01% | 931 |
|
|
2019
Q1 | $3.49M | Sell |
42,145
-40,463
| -49% | -$3.2M | 0.01% | 636 |
|
|
2018
Q4 | $5.27M | Buy |
+82,608
| New | +$4.9M | 0.01% | 488 |
|
Other funds holding OKTA
Mackenzie Financial's OKTA Position: Q2 2026 in Review
Mackenzie Financial reduced its Okta (OKTA) stake by 20% in Q2 2026, selling an estimated $548K and leaving 23,807 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #938.
Mackenzie Financial first reported a position in OKTA in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.27M in Q4 2018. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Mackenzie Financial held 23,807 shares of Okta worth $3.25M as of Q2 2026.
- Mackenzie Financial sold 5,830 Okta shares in Q2 2026, an estimated $548K.
- Okta made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #938 holding.
- Mackenzie Financial first reported a position in Okta in Q4 2018 and has held it in 30 quarters since.
- Mackenzie Financial's Okta position peaked at $5.27M in Q4 2018.
- 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.