Salem Investment Counselors’s Okta OKTA Stock Holding History

Salem Investment Counselors’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	$546	Buy	+4	New	+$376	﹤0.01%	1182
2025 Q2	–	Sell	-21	Closed	-$2.21K	–	1231
2025 Q1	$2.21K	Buy	+21	New	+$2.05K	﹤0.01%	1026
2024 Q4	–	Sell	-45	Closed	-$3.35K	–	1256
2024 Q3	$3.35K	Buy	45 +5	+13%	+$437	﹤0.01%	967
2024 Q2	$3.75K	Buy	+40	New	+$3.79K	﹤0.01%	955
2022 Q3	–	Sell	-2,324	Closed	-$210K	–	1096
2022 Q2	$210K	Sell	2,324 -535	-19%	-$57.8K	0.01%	317
2022 Q1	$432K	Sell	2,859 -655	-19%	-$117K	0.02%	268
2021 Q4	$788K	Buy	3,514 +215	+7%	+$51.2K	0.03%	220
2021 Q3	$783K	Buy	3,299 +925	+39%	+$230K	0.04%	194
2021 Q2	$581K	Buy	2,374 +170	+8%	+$41K	0.03%	222
2021 Q1	$486K	Buy	2,204 +157	+8%	+$39.5K	0.03%	209
2020 Q4	$520K	Buy	+2,047	New	+$487K	0.03%	194

Other funds holding OKTA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Salem Investment Counselors's OKTA Position: Q2 2026 in Review

Salem Investment Counselors opened a new position in Okta (OKTA) in Q2 2026: 4 shares worth $546. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Salem Investment Counselors previously reported a position in OKTA as recently as Q1 2025.

Salem Investment Counselors first reported a position in OKTA in Q4 2020 and has held it in 11 quarters since. The position peaked at $788K in Q4 2021. 339 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Salem Investment Counselors held 4 shares of Okta worth $546 as of Q2 2026.
Okta was a new Salem Investment Counselors position in Q2 2026.
Okta made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1182 holding.
Salem Investment Counselors first reported a position in Okta in Q4 2020 and has held it in 11 quarters since.
Salem Investment Counselors's Okta position peaked at $788K in Q4 2021.
339 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.