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Spire Wealth Management’s Okta OKTA Stock Holding History

Spire 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 		$86.9K Buy
637
+134
+27% +$12.6K ﹤0.01% 1016
2026
Q1 		$39.6K Sell
503
-2
-0.4% -$166 ﹤0.01% 1236
2025
Q4 		$43.6K Buy
505
+119
+31% +$10.4K ﹤0.01% 1224
2025
Q3 		$35.4K Sell
386
-3,665
-90% -$342K ﹤0.01% 1340
2025
Q2 		$405K Buy
4,051
+3,741
+1,207% +$400K 0.01% 558
2025
Q1 		$32.6K Sell
310
-2,080
-87% -$203K ﹤0.01% 1441
2024
Q4 		$188K Buy
2,390
+2,090
+697% +$162K 0.01% 838
2024
Q3 		$22.3K Hold
300
– – ﹤0.01% 1408
2024
Q2 		$28.1K Sell
300
-206
-41% -$19.5K ﹤0.01% 1310
2024
Q1 		$53K Sell
506
-89
-15% -$8.21K ﹤0.01% 1193
2023
Q4 		$48.4K Sell
595
-425
-42% -$32.4K ﹤0.01% 1211
2023
Q3 		$83.1K Sell
1,020
-122
-11% -$9.25K ﹤0.01% 1008
2023
Q2 		$79.2K Sell
1,142
-15
-1% -$1.14K ﹤0.01% 1043
2023
Q1 		$99.8K Buy
1,157
+27
+2% +$2.06K ﹤0.01% 969
2022
Q4 		$77K Sell
1,130
-211
-16% -$12K ﹤0.01% 833
2022
Q3 		$76K Sell
1,341
-344
-20% -$29.6K ﹤0.01% 799
2022
Q2 		$152K Sell
1,685
-4,511
-73% -$487K 0.01% 863
2022
Q1 		$935K Sell
6,196
-612
-9% -$110K 0.03% 401
2021
Q4 		$1.53M Sell
6,808
-20
-0.3% -$4.76K 0.03% 354
2021
Q3 		$1.62M Sell
6,828
-347
-5% -$86.2K 0.04% 317
2021
Q2 		$1.76M Sell
7,175
-2,199
-23% -$531K 0.05% 316
2021
Q1 		$2.05M Buy
+9,374
New +$2.36M 0.05% 276

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

Spire Wealth Management's OKTA Position: Q2 2026 in Review

Spire Wealth Management increased its Okta (OKTA) stake by 27% in Q2 2026, buying an estimated $12.6K and bringing the position to 637 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Spire Wealth Management first reported a position in OKTA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.05M in Q1 2021. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Spire Wealth Management held 637 shares of Okta worth $86.9K as of Q2 2026.
  • Spire Wealth Management bought 134 Okta shares in Q2 2026, an estimated $12.6K.
  • Okta made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1016 holding.
  • Spire Wealth Management first reported a position in Okta in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Okta position peaked at $2.05M in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.