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 Q3	$5.44K	Buy	26 +5	+24%	+$792	﹤0.01%	429
2026 Q2	$2.86K	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	$1.26M	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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

NVWM LLC's OKTA Position: Q3 2026 in Review

NVWM LLC increased its Okta (OKTA) stake by 24% in Q3 2026, buying an estimated $792 and bringing the position to 26 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

NVWM LLC first reported a position in OKTA in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2020. 344 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

NVWM LLC held 26 shares of Okta worth $5.44K as of Q3 2026.
NVWM LLC bought 5 Okta shares in Q3 2026, an estimated $792.
Okta made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #429 holding.
NVWM LLC first reported a position in Okta in Q3 2018 and has held it in 13 quarters since.
NVWM LLC's Okta position peaked at $1.26M in Q2 2020.
344 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.