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Prospera Financial Services’s Okta OKTA Stock Holding History

Prospera Financial Services’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 		$1.83M Buy
13,388
+1,186
+10% +$112K 0.03% 543
2026
Q1 		$960K Buy
12,202
+236
+2% +$19.6K 0.02% 723
2025
Q4 		$1.03M Sell
11,966
-7,887
-40% -$688K 0.02% 660
2025
Q3 		$1.82M Buy
19,853
+984
+5% +$91.9K 0.03% 496
2025
Q2 		$1.89M Buy
18,869
+8,346
+79% +$891K 0.04% 483
2025
Q1 		$1.11M Sell
10,523
-20
-0.2% -$1.95K 0.03% 538
2024
Q4 		$831K Sell
10,543
-842
-7% -$65.3K 0.02% 596
2024
Q3 		$846K Sell
11,385
-79
-0.7% -$6.9K 0.02% 545
2024
Q2 		$1.07M Sell
11,464
-1,914
-14% -$181K 0.03% 485
2024
Q1 		$1.4M Sell
13,378
-692
-5% -$63.8K 0.04% 411
2023
Q4 		$1.27M Buy
14,070
+353
+3% +$26.9K 0.04% 411
2023
Q3 		$1.12M Buy
13,717
+73
+0.5% +$5.54K 0.04% 400
2023
Q2 		$946K Buy
13,644
+908
+7% +$69K 0.04% 432
2023
Q1 		$1.1M Sell
12,736
-463
-4% -$35.2K 0.05% 394
2022
Q4 		$902K Buy
13,199
+2,627
+25% +$150K 0.05% 380
2022
Q3 		$601K Buy
10,572
+1,351
+15% +$116K 0.03% 480
2022
Q2 		$834K Buy
9,221
+1,640
+22% +$177K 0.04% 405
2022
Q1 		$1.14M Buy
7,581
+2,019
+36% +$362K 0.05% 398
2021
Q4 		$1.25M Buy
5,562
+214
+4% +$51K 0.05% 356
2021
Q3 		$1.27M Sell
5,348
-381
-7% -$94.6K 0.06% 326
2021
Q2 		$1.4M Sell
5,729
-9,663
-63% -$2.33M 0.07% 317
2021
Q1 		$3.39M Sell
15,392
-414
-3% -$104K 0.2% 122
2020
Q4 		$4.02M Buy
15,806
+10,991
+228% +$2.61M 0.28% 78
2020
Q3 		$1.03M Sell
4,815
-11,804
-71% -$2.46M 0.39% 56
2020
Q2 		$3.33M Buy
16,619
+10,627
+177% +$1.8M 0.29% 81
2020
Q1 		$733K Buy
5,992
+251
+4% +$31.5K 0.08% 242
2019
Q4 		$662K Buy
5,741
+775
+16% +$89.2K 0.05% 321
2019
Q3 		$489K Buy
4,966
+210
+4% +$26.2K 0.05% 313
2019
Q2 		$587K Buy
+4,756
New +$516K 0.07% 256
2019
Q1 		– Sell
-5,684
Closed -$363K – 406
2018
Q4 		$363K Buy
+5,684
New +$337K 0.07% 251

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
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
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Prospera Financial Services's OKTA Position: Q2 2026 in Review

Prospera Financial Services increased its Okta (OKTA) stake by 9.7% in Q2 2026, buying an estimated $112K and bringing the position to 13,388 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #543.

Prospera Financial Services first reported a position in OKTA in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.02M in Q4 2020. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Prospera Financial Services held 13,388 shares of Okta worth $1.83M as of Q2 2026.
  • Prospera Financial Services bought 1,186 Okta shares in Q2 2026, an estimated $112K.
  • Okta made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #543 holding.
  • Prospera Financial Services first reported a position in Okta in Q4 2018 and has held it in 30 quarters since.
  • Prospera Financial Services's Okta position peaked at $4.02M in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.