Principal Financial Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62M | Buy |
454,623
+75,190
| +20% | +$7.07M | 0.03% | 453 |
|
|
2026
Q1 | $29.9M | Buy |
379,433
+17,757
| +5% | +$1.47M | 0.02% | 690 |
|
|
2025
Q4 | $31.3M | Sell |
361,676
-9,000
| -2% | -$785K | 0.02% | 644 |
|
|
2025
Q3 | $34M | Sell |
370,676
-8,843
| -2% | -$826K | 0.02% | 608 |
|
|
2025
Q2 | $37.9M | Buy |
379,519
+370,347
| +4,038% | +$39.6M | 0.02% | 550 |
|
|
2025
Q1 | $965K | Sell |
9,172
-1,905
| -17% | -$186K | ﹤0.01% | 1859 |
|
|
2024
Q4 | $873K | Sell |
11,077
-649
| -6% | -$50.3K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $872K | Sell |
11,726
-654
| -5% | -$57.1K | ﹤0.01% | 1872 |
|
|
2024
Q2 | $1.16M | Sell |
12,380
-764
| -6% | -$72.3K | ﹤0.01% | 1839 |
|
|
2024
Q1 | $1.38M | Buy |
13,144
+2,925
| +29% | +$270K | ﹤0.01% | 1828 |
|
|
2023
Q4 | $925K | Sell |
10,219
-2,120
| -17% | -$162K | ﹤0.01% | 1852 |
|
|
2023
Q3 | $1.01M | Buy |
12,339
+694
| +6% | +$52.6K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $808K | Sell |
11,645
-3,615
| -24% | -$275K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $1.32M | Buy |
15,260
+206
| +1% | +$15.7K | ﹤0.01% | 1818 |
|
|
2022
Q4 | $1.03M | Sell |
15,054
-1,614
| -10% | -$92.2K | ﹤0.01% | 1859 |
|
|
2022
Q3 | $948K | Sell |
16,668
-353
| -2% | -$30.4K | ﹤0.01% | 1850 |
|
|
2022
Q2 | $1.54M | Buy |
17,021
+976
| +6% | +$105K | ﹤0.01% | 1846 |
|
|
2022
Q1 | $2.42M | Sell |
16,045
-661
| -4% | -$118K | ﹤0.01% | 1836 |
|
|
2021
Q4 | $3.75M | Buy |
16,706
+849
| +5% | +$202K | ﹤0.01% | 1757 |
|
|
2021
Q3 | $3.76M | Sell |
15,857
-639
| -4% | -$159K | ﹤0.01% | 1764 |
|
|
2021
Q2 | $4.04M | Buy |
16,496
+2,380
| +17% | +$574K | ﹤0.01% | 1768 |
|
|
2021
Q1 | $3.11M | Sell |
14,116
-1,714
| -11% | -$431K | ﹤0.01% | 1779 |
|
|
2020
Q4 | $4.03M | Buy |
15,830
+677
| +4% | +$161K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $3.24M | Sell |
15,153
-4,121
| -21% | -$859K | ﹤0.01% | 1620 |
|
|
2020
Q2 | $3.86M | Buy |
19,274
+16,447
| +582% | +$2.79M | ﹤0.01% | 1536 |
|
|
2020
Q1 | $346K | Sell |
2,827
-8,042
| -74% | -$1.01M | ﹤0.01% | 1933 |
|
|
2019
Q4 | $1.25M | Sell |
10,869
-20
| -0.2% | -$2.3K | ﹤0.01% | 1800 |
|
|
2019
Q3 | $1.07M | Sell |
10,889
-3,203
| -23% | -$400K | ﹤0.01% | 1818 |
|
|
2019
Q2 | $1.74M | Buy |
14,092
+2,899
| +26% | +$315K | ﹤0.01% | 1746 |
|
|
2019
Q1 | $926K | Buy |
11,193
+1,308
| +13% | +$104K | ﹤0.01% | 1836 |
|
|
2018
Q4 | $631K | Buy |
9,885
+4,862
| +97% | +$288K | ﹤0.01% | 1876 |
|
|
2018
Q3 | $353K | Sell |
5,023
-8,883
| -64% | -$529K | ﹤0.01% | 2042 |
|
|
2018
Q2 | $700K | Buy |
+13,906
| New | +$662K | ﹤0.01% | 1903 |
|
|
2017
Q4 | – | Sell |
-43,403
| Closed | -$1.23M | – | 2263 |
|
|
2017
Q3 | $1.23M | Sell |
43,403
-6
| -0% | -$152 | ﹤0.01% | 1803 |
|
|
2017
Q2 | $990K | Buy |
+43,409
| New | +$1.07M | ﹤0.01% | 1846 |
|
Other funds holding OKTA
Principal Financial Group's OKTA Position: Q2 2026 in Review
Principal Financial Group increased its Okta (OKTA) stake by 20% in Q2 2026, buying an estimated $7.07M and bringing the position to 454,623 shares worth $62M. The position accounts for 0.03% of the portfolio, ranked #453.
Principal Financial Group first reported a position in OKTA in Q2 2017 and has held it in 35 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Principal Financial Group held 454,623 shares of Okta worth $62M as of Q2 2026.
- Principal Financial Group bought 75,190 Okta shares in Q2 2026, an estimated $7.07M.
- Okta made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #453 holding.
- Principal Financial Group first reported a position in Okta in Q2 2017 and has held it in 35 quarters since.
- 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.