Perpetual Ltd
OKTA icon

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
Q3 		$1.4M Buy
6,692
+3,781
+130% +$599K 0.02% 196
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
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Perpetual Ltd's OKTA Position: Q3 2026 in Review

Perpetual Ltd increased its Okta (OKTA) stake by 130% in Q3 2026, buying an estimated $599K and bringing the position to 6,692 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #196.

Perpetual Ltd first reported a position in OKTA in Q4 2023 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Perpetual Ltd held 6,692 shares of Okta worth $1.4M as of Q3 2026.
  • Perpetual Ltd bought 3,781 Okta shares in Q3 2026, an estimated $599K.
  • Okta made up 0.02% of Perpetual Ltd's portfolio in Q3 2026, its #196 holding.
  • Perpetual Ltd first reported a position in Okta in Q4 2023 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.