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Sivia Capital Partners’s Okta OKTA Stock Holding History

Sivia Capital Partners’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 		$821K Buy
6,018
+2,884
+92% +$271K 0.1% 243
2026
Q1 		$247K Buy
3,134
+121
+4% +$10K 0.05% 390
2025
Q4 		$261K Buy
+3,013
New +$263K 0.05% 454
2025
Q3 		– Sell
-2,443
Closed -$244K – 503
2025
Q2 		$244K Buy
+2,443
New +$261K 0.08% 353

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

Sivia Capital Partners's OKTA Position: Q2 2026 in Review

Sivia Capital Partners increased its Okta (OKTA) stake by 92% in Q2 2026, buying an estimated $271K and bringing the position to 6,018 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #243.

Sivia Capital Partners first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sivia Capital Partners held 6,018 shares of Okta worth $821K as of Q2 2026.
  • Sivia Capital Partners bought 2,884 Okta shares in Q2 2026, an estimated $271K.
  • Okta made up 0.1% of Sivia Capital Partners's portfolio in Q2 2026, its #243 holding.
  • Sivia Capital Partners first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.