SkyOak Wealth’s Okta OKTA Stock Holding History

SkyOak Wealth’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	$240K	Buy	+1,150	New	+$182K	0.04%	205
2026 Q2	–	Sell	-5,150	Closed	-$405K	–	267
2026 Q1	$405K	Buy	5,150 +1,300	+34%	+$108K	0.07%	146
2025 Q4	$333K	Buy	+3,850	New	+$336K	0.06%	164
2025 Q3	–	Sell	-3,150	Closed	-$315K	–	261
2025 Q2	$315K	Buy	+3,150	New	+$336K	0.06%	169
2022 Q1	–	Sell	-1,015	Closed	-$228K	–	264
2021 Q4	$228K	Sell	1,015 -1,000	-50%	-$238K	0.06%	208
2021 Q3	$478K	Hold	2,015	–	–	0.13%	135
2021 Q2	$493K	Hold	2,015	–	–	0.13%	132
2021 Q1	$568K	Sell	2,015 -30	-1%	-$7.54K	0.16%	121
2020 Q4	$520K	Sell	2,045 -1,500	-42%	-$357K	0.16%	126
2020 Q3	$758K	Sell	3,545 -1,497	-30%	-$312K	0.27%	89
2020 Q2	$1.01M	Buy	5,042 +2,631	+109%	+$447K	0.37%	67
2020 Q1	$295K	Sell	2,411 -3,119	-56%	-$391K	0.15%	160
2019 Q4	$638K	Buy	+5,530	New	+$637K	0.2%	116

Other funds holding OKTA

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SkyOak Wealth's OKTA Position: Q3 2026 in Review

SkyOak Wealth opened a new position in Okta (OKTA) in Q3 2026: 1,150 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in OKTA as recently as Q1 2026.

SkyOak Wealth first reported a position in OKTA in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2020. 319 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

SkyOak Wealth held 1,150 shares of Okta worth $240K as of Q3 2026.
Okta was a new SkyOak Wealth position in Q3 2026.
Okta made up 0.04% of SkyOak Wealth's portfolio in Q3 2026, its #205 holding.
SkyOak Wealth first reported a position in Okta in Q4 2019 and has held it in 13 quarters since.
SkyOak Wealth's Okta position peaked at $1.01M in Q2 2020.
319 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.