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NBC Securities’s Okta OKTA Stock Holding History

NBC Securities’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
Q4 		– Sell
-1
Closed -$445 – 2888
2025
Q3 		$445 Buy
+1
New +$93 ﹤0.01% 2653

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 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

NBC Securities's OKTA Position: Q2 2026 in Review

NBC Securities reduced its Okta (OKTA) stake by 44% in Q2 2026, selling an estimated $13.5K and leaving 185 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

NBC Securities first reported a position in OKTA in Q3 2023 and has held it in 11 quarters since. The position peaked at $214K in Q3 2024. 141 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • NBC Securities held 185 shares of Okta worth $25.2K as of Q2 2026.
  • NBC Securities sold 144 Okta shares in Q2 2026, an estimated $13.5K.
  • Okta made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1551 holding.
  • NBC Securities first reported a position in Okta in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's Okta position peaked at $214K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.