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Raleigh Capital Management’s Okta OKTA Stock Holding History

Raleigh Capital Management’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
-154
Closed -$12.1K – 716
2026
Q1 		$12.1K Hold
154
– – ﹤0.01% 383
2025
Q4 		$13.3K Sell
154
-8
-5% -$698 ﹤0.01% 373
2025
Q3 		$14.9K Sell
162
-7
-4% -$654 0.01% 336
2025
Q2 		$16.9K Sell
169
-985
-85% -$105K 0.01% 338
2025
Q1 		$121K Buy
1,154
+1,129
+4,516% +$110K 0.06% 225
2024
Q4 		$1.97K Buy
25
+10
+67% +$775 ﹤0.01% 838
2024
Q3 		$1.11K Sell
15
-16
-52% -$1.4K ﹤0.01% 882
2024
Q2 		$2.87K Buy
31
+16
+107% +$1.51K ﹤0.01% 745
2024
Q1 		$1.57K Sell
15
-327
-96% -$30.2K ﹤0.01% 797
2023
Q4 		$30.9K Sell
342
-4
-1% -$305 0.01% 356
2023
Q3 		$28.2K Buy
346
+4
+1% +$303 0.01% 341
2023
Q2 		$23.7K Buy
342
+68
+25% +$5.16K 0.01% 358
2023
Q1 		$23.6K Buy
274
+60
+28% +$4.57K 0.01% 343
2022
Q4 		$14.6K Buy
+214
New +$12.2K 0.01% 368

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Raleigh Capital Management's OKTA Position: Q2 2026 in Review

Raleigh Capital Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 154 shares — an estimated $12.1K sold.

Raleigh Capital Management first reported a position in OKTA in Q4 2022 and held it in 14 quarters. The position peaked at $121K in Q1 2025. 130 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Raleigh Capital Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 154 Okta shares in Q2 2026, an estimated $12.1K.
  • Raleigh Capital Management first reported a position in Okta in Q4 2022 and held it in 14 quarters.
  • Raleigh Capital Management's Okta position peaked at $121K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.