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S-Bank Fund Management’s Okta OKTA Stock Holding History

S-Bank 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
-879
Closed -$69.2K – 280
2026
Q1 		$69.2K Sell
879
-33
-4% -$2.74K 0.01% 167
2025
Q4 		$78.9K Sell
912
-41
-4% -$3.58K 0.01% 164
2025
Q3 		$87.4K Sell
953
-12
-1% -$1.12K 0.01% 194
2025
Q2 		$96.5K Sell
965
-293
-23% -$31.3K 0.01% 195
2025
Q1 		$132K Buy
+1,258
New +$123K 0.02% 166

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

S-Bank Fund Management's OKTA Position: Q2 2026 in Review

S-Bank Fund Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 879 shares — an estimated $69.2K sold.

S-Bank Fund Management first reported a position in OKTA in Q1 2025 and held it in 5 quarters. The position peaked at $132K in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • S-Bank Fund Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • S-Bank Fund Management sold 879 Okta shares in Q2 2026, an estimated $69.2K.
  • S-Bank Fund Management first reported a position in Okta in Q1 2025 and held it in 5 quarters.
  • S-Bank Fund Management's Okta position peaked at $132K in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.