NVWM LLC’s Okta OKTA Stock Holding History

NVWM LLC’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	$2.87K	Buy	+21	New	+$1.98K	﹤0.01%	439
2021 Q2	–	Sell	-3,803	Closed	-$838K	–	453
2021 Q1	$838K	Sell	3,803 -363	-9%	-$91.2K	0.33%	117
2020 Q4	$1.06M	Buy	4,166 +87	+2%	+$20.7K	0.44%	78
2020 Q3	$872K	Sell	4,079 -2,189	-35%	-$456K	0.41%	81
2020 Q2	$1.25M	Sell	6,268 -11	-0.2%	-$1.87K	0.68%	46
2020 Q1	$767K	Buy	6,279 +248	+4%	+$31.1K	0.53%	54
2019 Q4	$696K	Sell	6,031 -2,708	-31%	-$312K	0.42%	74
2019 Q3	$860K	Buy	8,739 +1,721	+25%	+$215K	0.53%	51
2019 Q2	$867K	Hold	7,018	–	–	0.52%	50
2019 Q1	$581K	Buy	7,018 +3,718	+113%	+$294K	0.38%	88
2018 Q4	$211K	Hold	3,300	–	–	0.16%	139
2018 Q3	$232K	Buy	+3,300	New	+$197K	0.15%	141

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

NVWM LLC's OKTA Position: Q2 2026 in Review

NVWM LLC opened a new position in Okta (OKTA) in Q2 2026: 21 shares worth $2.87K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: NVWM LLC previously reported a position in OKTA as recently as Q1 2021.

NVWM LLC first reported a position in OKTA in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

NVWM LLC held 21 shares of Okta worth $2.87K as of Q2 2026.
Okta was a new NVWM LLC position in Q2 2026.
Okta made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #439 holding.
NVWM LLC first reported a position in Okta in Q3 2018 and has held it in 12 quarters since.
NVWM LLC's Okta position peaked at $1.25M in Q2 2020.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.