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	–	Sell	-34,900	Closed	-$381K	–	329
2026 Q1	$381K	Buy	+34,900	New	+$2.9M	0.04%	224
2025 Q4	–	Sell	-334	Closed	-$317K	–	322
2025 Q3	$317K	Sell	334 -33,366	-99%	-$3.12M	0.04%	208
2025 Q2	$3.37M	Buy	33,700 +100	+0.3%	+$10.7K	0.33%	104
2025 Q1	$3.58M	Buy	33,600 +33,500	+33,500%	+$3.27M	0.4%	84
2024 Q4	$7.88K	Sell	100 -24,300	-100%	-$1.88M	﹤0.01%	286
2024 Q3	$1.81M	Buy	24,400 +12,200	+100%	+$1.07M	0.11%	170
2024 Q2	$1.14M	Sell	12,200 -10,300	-46%	-$975K	0.09%	181
2024 Q1	$2.35M	Buy	22,500 +7,500	+50%	+$692K	0.23%	126
2023 Q4	$1.36M	Sell	15,000 -13,800	-48%	-$1.05M	0.15%	159
2023 Q3	$2.35M	Buy	28,800 +1,900	+7%	+$144K	0.32%	101
2023 Q2	$1.87M	Buy	26,900 +11,800	+78%	+$896K	0.23%	117
2023 Q1	$1.3M	Buy	+15,100	New	+$1.15M	0.19%	126

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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. 182 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.
182 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.