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Scotia Capital’s Okta OKTA Stock Holding History

Scotia Capital’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
-3,860
Closed -$304K – 963
2026
Q1 		$304K Buy
3,860
+899
+30% +$74.6K ﹤0.01% 764
2025
Q4 		$256K Sell
2,961
-130
-4% -$11.3K ﹤0.01% 786
2025
Q3 		$283K Sell
3,091
-498
-14% -$46.5K ﹤0.01% 769
2025
Q2 		$359K Buy
+3,589
New +$383K ﹤0.01% 683
2021
Q1 		– Sell
-3,823
Closed -$972K – 827
2020
Q4 		$972K Buy
3,823
+1,438
+60% +$342K 0.01% 450
2020
Q3 		$510K Sell
2,385
-695
-23% -$145K 0.01% 495
2020
Q2 		$617K Buy
3,080
+427
+16% +$72.5K 0.01% 400
2020
Q1 		$324K Sell
2,653
-1,349
-34% -$169K ﹤0.01% 489
2019
Q4 		$462K Buy
4,002
+571
+17% +$65.7K 0.01% 527
2019
Q3 		$338K Buy
3,431
+563
+20% +$70.3K ﹤0.01% 586
2019
Q2 		$354K Buy
+2,868
New +$311K ﹤0.01% 578

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 $3.37T AUM 44.26% 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

Scotia Capital's OKTA Position: Q2 2026 in Review

Scotia Capital sold out of Okta (OKTA) in Q2 2026, closing a stake of 3,860 shares — an estimated $304K sold.

Scotia Capital first reported a position in OKTA in Q2 2019 and held it in 11 quarters. The position peaked at $972K in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Scotia Capital reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Scotia Capital sold 3,860 Okta shares in Q2 2026, an estimated $304K.
  • Scotia Capital first reported a position in Okta in Q2 2019 and held it in 11 quarters.
  • Scotia Capital's Okta position peaked at $972K in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.