National Bank of Canada
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National Bank of Canada’s Okta OKTA Stock Holding History

National Bank of Canada’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
2025
Q1 		– Sell
-2,970
Closed -$23.4M – 3068
2024
Q4 		$23.4M Buy
+2,970
New +$230K 0.02% 519
2022
Q4 		– Sell
-1,003
Closed -$5.7M – 2867
2022
Q3 		$5.7M Buy
+1,003
New +$86.3K 0.03% 494

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

National Bank of Canada's OKTA Position: Q2 2026 in Review

National Bank of Canada sold out of Okta (OKTA) in Q2 2026, closing a stake of 3,600 shares — an estimated $284K sold.

National Bank of Canada first reported a position in OKTA in Q4 2021 and held it in 18 quarters. The position peaked at $23.5M in Q4 2024. 450 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • National Bank of Canada reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • National Bank of Canada sold 3,600 Okta shares in Q2 2026, an estimated $284K.
  • National Bank of Canada first reported a position in Okta in Q4 2021 and held it in 18 quarters.
  • National Bank of Canada's Okta position peaked at $23.5M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.