Schroder Investment Management Group
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Schroder Investment Management Group’s Okta OKTA Stock Holding History

Schroder Investment Management Group’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 		$2.7M Sell
19,756
-301,094
-94% -$28.3M ﹤0.01% 873
2026
Q1 		$25.3M Buy
320,850
+88,044
+38% +$7.31M 0.02% 491
2025
Q4 		$20.1M Sell
232,806
-52,178
-18% -$4.55M 0.02% 510
2025
Q3 		$26.1M Sell
284,984
-5,785
-2% -$540K 0.02% 461
2025
Q2 		$29.1M Buy
290,769
+115,467
+66% +$12.3M 0.02% 434
2025
Q1 		$18.9M Sell
175,302
-43,070
-20% -$4.21M 0.02% 511
2024
Q4 		$17.4M Sell
218,372
-54,054
-20% -$4.19M 0.02% 536
2024
Q3 		$20.2M Sell
272,426
-46,200
-14% -$4.04M 0.02% 512
2024
Q2 		$29.8M Buy
318,626
+293,002
+1,143% +$27.7M 0.03% 387
2024
Q1 		$2.68M Sell
25,624
-64,352
-72% -$5.94M ﹤0.01% 881
2023
Q4 		$8.15M Buy
89,976
+582
+0.7% +$44.4K 0.01% 674
2023
Q3 		$7.29M Sell
89,394
-19,849
-18% -$1.51M 0.01% 669
2023
Q2 		$7.58M Buy
109,243
+83,840
+330% +$6.37M 0.01% 697
2023
Q1 		$2.19M Buy
25,403
+4,102
+19% +$312K ﹤0.01% 939
2022
Q4 		$1.46M Sell
21,301
-391
-2% -$22.3K ﹤0.01% 998
2022
Q3 		$1.23M Buy
21,692
+6,511
+43% +$560K ﹤0.01% 1020
2022
Q2 		$1.37M Buy
15,181
+1,363
+10% +$147K ﹤0.01% 1029
2022
Q1 		$2.11M Buy
13,818
+3,775
+38% +$677K ﹤0.01% 1000
2021
Q4 		$2.25M Buy
10,043
+185
+2% +$44.1K ﹤0.01% 910
2021
Q3 		$2.34M Buy
9,858
+355
+4% +$88.1K ﹤0.01% 949
2021
Q2 		$2.33M Buy
9,503
+1,232
+15% +$297K ﹤0.01% 985
2021
Q1 		$1.82M Buy
8,271
+2,391
+41% +$601K ﹤0.01% 1030
2020
Q4 		$1.5M Buy
5,880
+2,225
+61% +$529K ﹤0.01% 1052
2020
Q3 		$801K Sell
3,655
-21,934
-86% -$4.57M ﹤0.01% 1044
2020
Q2 		$5.12M Buy
25,589
+23,530
+1,143% +$3.99M 0.01% 673
2020
Q1 		$264K Buy
+2,059
New +$258K ﹤0.01% 1061

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

Schroder Investment Management Group's OKTA Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Okta (OKTA) stake by 94% in Q2 2026, selling an estimated $28.3M and leaving 19,756 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Schroder Investment Management Group first reported a position in OKTA in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.8M in Q2 2024. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Schroder Investment Management Group held 19,756 shares of Okta worth $2.7M as of Q2 2026.
  • Schroder Investment Management Group sold 301,094 Okta shares in Q2 2026, an estimated $28.3M.
  • Okta made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #873 holding.
  • Schroder Investment Management Group first reported a position in Okta in Q1 2020 and has held it in 26 quarters since.
  • Schroder Investment Management Group's Okta position peaked at $29.8M in Q2 2024.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.