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OFI Invest Asset Management’s Okta OKTA Stock Holding History

OFI Invest Asset 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 		$19.7M Sell
163,698
-141,045
-46% -$13.3M 0.2% 107
2026
Q1 		$20.9M Buy
304,743
+299,315
+5,514% +$24.8M 0.28% 93
2025
Q4 		$469K Buy
+5,428
New +$474K 0.01% 276
2025
Q3 		– Sell
-980
Closed -$83.5K – 325
2025
Q2 		$83.5K Buy
+980
New +$105K ﹤0.01% 283

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OFI Invest Asset Management's OKTA Position: Q2 2026 in Review

OFI Invest Asset Management reduced its Okta (OKTA) stake by 46% in Q2 2026, selling an estimated $13.3M and leaving 163,698 shares worth $19.7M. The position accounts for 0.2% of the portfolio, ranked #107.

OFI Invest Asset Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.9M in Q1 2026. 446 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • OFI Invest Asset Management held 163,698 shares of Okta worth $19.7M as of Q2 2026.
  • OFI Invest Asset Management sold 141,045 Okta shares in Q2 2026, an estimated $13.3M.
  • Okta made up 0.2% of OFI Invest Asset Management's portfolio in Q2 2026, its #107 holding.
  • OFI Invest Asset Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • OFI Invest Asset Management's Okta position peaked at $20.9M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.