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Perbak Capital Partners’s Okta OKTA Stock Holding History

Perbak Capital Partners’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
-5,642
Closed -$444K – 173
2026
Q1 		$444K Buy
5,642
+2,574
+84% +$214K 0.11% 205
2025
Q4 		$265K Sell
3,068
-5,699
-65% -$497K 0.08% 158
2025
Q3 		$804K Buy
8,767
+4,869
+125% +$455K 0.14% 161
2025
Q2 		$390K Buy
3,898
+1,973
+102% +$211K 0.09% 218
2025
Q1 		$203K Buy
+1,925
New +$188K 0.15% 189

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perbak Capital Partners's OKTA Position: Q2 2026 in Review

Perbak Capital Partners sold out of Okta (OKTA) in Q2 2026, closing a stake of 5,642 shares — an estimated $444K sold.

Perbak Capital Partners first reported a position in OKTA in Q1 2025 and held it in 5 quarters. The position peaked at $804K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Perbak Capital Partners reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 5,642 Okta shares in Q2 2026, an estimated $444K.
  • Perbak Capital Partners first reported a position in Okta in Q1 2025 and held it in 5 quarters.
  • Perbak Capital Partners's Okta position peaked at $804K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.