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Merit Financial Group’s Okta OKTA Stock Holding History

Merit Financial Group’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 		$985K Buy
7,221
+727
+11% +$68.4K 0.01% 1082
2026
Q1 		$511K Buy
6,494
+1,049
+19% +$87.1K ﹤0.01% 1362
2025
Q4 		$471K Sell
5,445
-1,555
-22% -$136K ﹤0.01% 1344
2025
Q3 		$642K Buy
7,000
+190
+3% +$17.7K 0.01% 1047
2025
Q2 		$681K Sell
6,810
-1,011
-13% -$108K 0.01% 959
2025
Q1 		$823K Buy
+7,821
New +$764K 0.01% 727

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Merit Financial Group's OKTA Position: Q2 2026 in Review

Merit Financial Group increased its Okta (OKTA) stake by 11% in Q2 2026, buying an estimated $68.4K and bringing the position to 7,221 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #1082.

Merit Financial Group first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Merit Financial Group held 7,221 shares of Okta worth $985K as of Q2 2026.
  • Merit Financial Group bought 727 Okta shares in Q2 2026, an estimated $68.4K.
  • Okta made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1082 holding.
  • Merit Financial Group first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.