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Rothschild Investment LLC’s Okta OKTA Stock Holding History

Rothschild Investment LLC’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 		$184K Buy
1,349
+1,047
+347% +$98.5K 0.01% 885
2026
Q1 		$23.8K Buy
302
+41
+16% +$3.4K ﹤0.01% 1349
2025
Q4 		$22.6K Sell
261
-369
-59% -$32.2K ﹤0.01% 1283
2025
Q3 		$57.8K Buy
630
+398
+172% +$37.2K ﹤0.01% 950
2025
Q2 		$23.2K Buy
232
+130
+127% +$13.9K ﹤0.01% 988
2025
Q1 		$10.7K Hold
102
– – ﹤0.01% 1153
2024
Q4 		$8.04K Buy
102
+2
+2% +$155 ﹤0.01% 1196
2024
Q3 		$7.43K Hold
100
– – ﹤0.01% 1186
2024
Q2 		$9.36K Hold
100
– – ﹤0.01% 1112
2024
Q1 		$10.5K Hold
100
– – ﹤0.01% 1043
2023
Q4 		$9.05K Buy
+100
New +$7.63K ﹤0.01% 1007

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's OKTA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Okta (OKTA) stake by 347% in Q2 2026, buying an estimated $98.5K and bringing the position to 1,349 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #885.

Rothschild Investment LLC first reported a position in OKTA in Q4 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Rothschild Investment LLC held 1,349 shares of Okta worth $184K as of Q2 2026.
  • Rothschild Investment LLC bought 1,047 Okta shares in Q2 2026, an estimated $98.5K.
  • Okta made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #885 holding.
  • Rothschild Investment LLC first reported a position in Okta in Q4 2023 and has held it in 11 quarters since.
  • 417 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.