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Root Financial Partners’s Okta OKTA Stock Holding History

Root Financial Partners’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
-259
Closed -$20.4K – 2286
2026
Q1 		$20.4K Sell
259
-37
-13% -$3.07K ﹤0.01% 1317
2025
Q4 		$25.6K Buy
296
+10
+3% +$873 ﹤0.01% 1047
2025
Q3 		$26.2K Buy
+286
New +$26.7K ﹤0.01% 973

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's OKTA Position: Q2 2026 in Review

Root Financial Partners sold out of Okta (OKTA) in Q2 2026, closing a stake of 259 shares — an estimated $20.4K sold.

Root Financial Partners first reported a position in OKTA in Q3 2025 and held it in 3 quarters. The position peaked at $26.2K in Q3 2025. 265 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Root Financial Partners reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 259 Okta shares in Q2 2026, an estimated $20.4K.
  • Root Financial Partners first reported a position in Okta in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Okta position peaked at $26.2K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.