North Star Investment Management’s Okta OKTA Stock Holding History

North Star Investment Management’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	-24	Closed	-$1.89K	–	1812
2026 Q1	$1.89K	Sell	24 -9	-27%	-$747	﹤0.01%	1418
2025 Q4	$2.85K	Buy	+33	New	+$2.88K	﹤0.01%	1245
2022 Q4	–	Sell	-130	Closed	-$7K	–	1329
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	867
2022 Q2	$12K	Hold	130	–	–	﹤0.01%	790
2022 Q1	$20K	Buy	130 +65	+100%	+$11.7K	﹤0.01%	742
2021 Q4	$15K	Hold	65	–	–	﹤0.01%	822
2021 Q3	$15K	Hold	65	–	–	﹤0.01%	793
2021 Q2	$16K	Buy	+65	New	+$15.7K	﹤0.01%	771
2020 Q1	–	Sell	-125	Closed	-$14K	–	1045
2019 Q4	$14K	Hold	125	–	–	﹤0.01%	767
2019 Q3	$12K	Buy	+125	New	+$15.6K	﹤0.01%	792
2019 Q1	–	Sell	-200	Closed	-$13K	–	1081
2018 Q4	$13K	Buy	+200	New	+$11.9K	﹤0.01%	757
2018 Q3	–	Sell	-200	Closed	-$10K	–	1111
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	856
2018 Q1	$8K	Buy	+200	New	+$6.67K	﹤0.01%	875

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 $3.38T AUM 44.17% 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

North Star Investment Management's OKTA Position: Q2 2026 in Review

North Star Investment Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 24 shares — an estimated $1.89K sold.

North Star Investment Management first reported a position in OKTA in Q1 2018 and held it in 13 quarters. The position peaked at $20K in Q1 2022. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

North Star Investment Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 24 Okta shares in Q2 2026, an estimated $1.89K.
North Star Investment Management first reported a position in Okta in Q1 2018 and held it in 13 quarters.
North Star Investment Management's Okta position peaked at $20K in Q1 2022.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.