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Sheets Smith Wealth Management’s Okta OKTA Stock Holding History

Sheets Smith Wealth 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 		$607K Buy
4,450
+108
+2% +$10.2K 0.06% 277
2026
Q1 		$342K Buy
+4,342
New +$360K 0.04% 332

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Sheets Smith Wealth Management's OKTA Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Okta (OKTA) stake by 2.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,450 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #277.

Sheets Smith Wealth Management first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sheets Smith Wealth Management held 4,450 shares of Okta worth $607K as of Q2 2026.
  • Sheets Smith Wealth Management bought 108 Okta shares in Q2 2026, an estimated $10.2K.
  • Okta made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Sheets Smith Wealth Management first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.