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Sequoia Financial Advisors’s Okta OKTA Stock Holding History

Sequoia Financial Advisors’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
2025
Q4 		– Sell
-300
Closed -$554 – 1976
2025
Q3 		$554 Buy
+300
New +$28K ﹤0.01% 1739

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sequoia Financial Advisors's OKTA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Okta (OKTA) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 5,553 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Sequoia Financial Advisors first reported a position in OKTA in Q1 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sequoia Financial Advisors held 5,553 shares of Okta worth $758K as of Q2 2026.
  • Sequoia Financial Advisors sold 133 Okta shares in Q2 2026, an estimated $12.5K.
  • Okta made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1079 holding.
  • Sequoia Financial Advisors first reported a position in Okta in Q1 2024 and has held it in 7 quarters since.
  • 290 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.