Nicolet Bankshares’s Okta OKTA Stock Holding History

Nicolet Bankshares’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	–	Sell	-11,493	Closed	-$905K	–	642
2026 Q1	$905K	Buy	+11,493	New	+$954K	0.03%	299

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nicolet Bankshares's OKTA Position: Q2 2026 in Review

Nicolet Bankshares sold out of Okta (OKTA) in Q2 2026, closing a stake of 11,493 shares — an estimated $905K sold.

Nicolet Bankshares first reported a position in OKTA in Q1 2026 and held it in 1 quarter. The position peaked at $905K in Q1 2026. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Nicolet Bankshares reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Nicolet Bankshares sold 11,493 Okta shares in Q2 2026, an estimated $905K.
Nicolet Bankshares first reported a position in Okta in Q1 2026 and held it in 1 quarter.
Nicolet Bankshares's Okta position peaked at $905K in Q1 2026.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.