Northland Securities’s Okta OKTA Stock Holding History

Northland 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
2026 Q2	–	Sell	-2,617	Closed	-$206K	–	124
2026 Q1	$206K	Sell	2,617 -50	-2%	-$4.15K	0.2%	100
2025 Q4	$231K	Buy	+2,667	New	+$233K	0.22%	93

Other funds holding OKTA

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Northland Securities's OKTA Position: Q2 2026 in Review

Northland Securities sold out of Okta (OKTA) in Q2 2026, closing a stake of 2,617 shares — an estimated $206K sold.

Northland Securities first reported a position in OKTA in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 512 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Northland Securities reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Northland Securities sold 2,617 Okta shares in Q2 2026, an estimated $206K.
Northland Securities first reported a position in Okta in Q4 2025 and held it in 2 quarters.
Northland Securities's Okta position peaked at $231K in Q4 2025.
512 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.