Sigma Planning Corp
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Sigma Planning Corp’s Okta OKTA Stock Holding History

Sigma Planning Corp’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
Q3 		$831K Sell
3,988
-556
-12% -$88K 0.02% 650
2026
Q2 		$620K Buy
+4,544
New +$427K 0.02% 815
2023
Q4 		– Sell
-4,177
Closed -$340K – 1072
2023
Q3 		$340K Buy
4,177
+710
+20% +$53.8K 0.01% 870
2023
Q2 		$240K Buy
+3,467
New +$263K 0.01% 1022
2022
Q2 		– Sell
-1,434
Closed -$216K – 1389
2022
Q1 		$216K Sell
1,434
-3,061
-68% -$549K 0.01% 1213
2021
Q4 		$1.01M Buy
4,495
+17
+0.4% +$4.05K 0.03% 542
2021
Q3 		$1.06M Sell
4,478
-878
-16% -$218K 0.03% 515
2021
Q2 		$1.31M Buy
5,356
+911
+20% +$220K 0.04% 461
2021
Q1 		$980K Sell
4,445
-73
-2% -$18.3K 0.03% 505
2020
Q4 		$1.15M Sell
4,518
-626
-12% -$149K 0.04% 405
2020
Q3 		$1.1M Buy
5,144
+221
+4% +$46.1K 0.04% 373
2020
Q2 		$986K Sell
4,923
-1,918
-28% -$326K 0.04% 397
2020
Q1 		$836K Sell
6,841
-2,049
-23% -$257K 0.05% 359
2019
Q4 		$1.03M Sell
8,890
-2,836
-24% -$327K 0.04% 399
2019
Q3 		$1.16M Sell
11,726
-555
-5% -$69.3K 0.06% 340
2019
Q2 		$1.52M Buy
12,281
+830
+7% +$90.1K 0.08% 267
2019
Q1 		$947K Buy
11,451
+5,868
+105% +$465K 0.05% 330
2018
Q4 		$356K Buy
5,583
+2,442
+78% +$145K 0.03% 542
2018
Q3 		$221K Buy
+3,141
New +$187K 0.01% 838

Other funds holding OKTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sigma Planning Corp's OKTA Position: Q3 2026 in Review

Sigma Planning Corp reduced its Okta (OKTA) stake by 12% in Q3 2026, selling an estimated $88K and leaving 3,988 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #650.

Sigma Planning Corp first reported a position in OKTA in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.52M in Q2 2019. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Sigma Planning Corp held 3,988 shares of Okta worth $831K as of Q3 2026.
  • Sigma Planning Corp sold 556 Okta shares in Q3 2026, an estimated $88K.
  • Okta made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #650 holding.
  • Sigma Planning Corp first reported a position in Okta in Q3 2018 and has held it in 19 quarters since.
  • Sigma Planning Corp's Okta position peaked at $1.52M in Q2 2019.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.