Royal Fund Management’s Okta OKTA Stock Holding History

Royal Fund 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	$396K	Sell	2,900 -44,700	-94%	-$4.2M	0.03%	229
2026 Q1	$3.75M	Buy	47,600 +9,397	+25%	+$780K	0.36%	98
2025 Q4	$3.3M	Sell	38,203 -9,797	-20%	-$855K	0.3%	102
2025 Q3	$4.4M	Buy	48,000 +600	+1%	+$56K	0.52%	64
2025 Q2	$4.74M	Buy	47,400 +13,600	+40%	+$1.45M	0.47%	68
2025 Q1	$3.56M	Buy	33,800 +22,200	+191%	+$2.17M	0.4%	85
2024 Q4	$914K	Sell	11,600 -16,600	-59%	-$1.29M	0.09%	183
2024 Q3	$2.1M	Buy	28,200 +15,500	+122%	+$1.35M	0.13%	154
2024 Q2	$1.19M	Sell	12,700 -10,000	-44%	-$947K	0.1%	179
2024 Q1	$2.37M	Buy	22,700 +4,000	+21%	+$369K	0.23%	124
2023 Q4	$1.69M	Sell	18,700 -11,500	-38%	-$877K	0.19%	145
2023 Q3	$2.46M	Buy	30,200 +2,300	+8%	+$174K	0.33%	97
2023 Q2	$1.93M	Buy	27,900 +11,600	+71%	+$881K	0.24%	115
2023 Q1	$1.41M	Buy	+16,300	New	+$1.24M	0.2%	122

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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 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

Royal Fund Management's OKTA Position: Q2 2026 in Review

Royal Fund Management reduced its Okta (OKTA) stake by 94% in Q2 2026, selling an estimated $4.2M and leaving 2,900 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #229.

Royal Fund Management first reported a position in OKTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.74M in Q2 2025. 110 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Royal Fund Management held 2,900 shares of Okta worth $396K as of Q2 2026.
Royal Fund Management sold 44,700 Okta shares in Q2 2026, an estimated $4.2M.
Okta made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #229 holding.
Royal Fund Management first reported a position in Okta in Q1 2023 and has held it in 14 quarters since.
Royal Fund Management's Okta position peaked at $4.74M in Q2 2025.
110 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.