Perpetual Ltd’s Okta OKTA Stock Holding History

Perpetual Ltd’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	$397K	Buy	+2,911	New	+$274K	0.01%	368
2025 Q4	–	Sell	-6,500	Closed	-$596K	–	456
2025 Q3	$596K	Sell	6,500 -852	-12%	-$79.6K	0.01%	312
2025 Q2	$735K	Sell	7,352 -1,522	-17%	-$163K	0.01%	281
2025 Q1	$934K	Sell	8,874 -3,861	-30%	-$377K	0.01%	252
2024 Q4	$1M	Buy	+12,735	New	+$987K	0.01%	243
2024 Q1	–	Sell	-5,574	Closed	-$505K	–	462
2023 Q4	$505K	Buy	+5,574	New	+$425K	0.01%	340

Other funds holding OKTA

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Perpetual Ltd's OKTA Position: Q2 2026 in Review

Perpetual Ltd opened a new position in Okta (OKTA) in Q2 2026: 2,911 shares worth $397K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Perpetual Ltd previously reported a position in OKTA as recently as Q3 2025.

Perpetual Ltd first reported a position in OKTA in Q4 2023 and has held it in 6 quarters since. The position peaked at $1M in Q4 2024. 240 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Perpetual Ltd held 2,911 shares of Okta worth $397K as of Q2 2026.
Okta was a new Perpetual Ltd position in Q2 2026.
Okta made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #368 holding.
Perpetual Ltd first reported a position in Okta in Q4 2023 and has held it in 6 quarters since.
Perpetual Ltd's Okta position peaked at $1M in Q4 2024.
240 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.