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Stableford Capital II’s Okta OKTA Stock Holding History

Stableford Capital II’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 		$1.84M Sell
8,816
-209
-2% -$33.1K 0.64% 26
2026
Q2 		$1.23M Buy
+9,025
New +$849K 0.43% 58
2025
Q4 		– Sell
-5,619
Closed -$515K – 153
2025
Q3 		$515K Buy
5,619
+28
+0.5% +$2.61K 0.19% 119
2025
Q2 		$565K Buy
+5,591
New +$597K 0.21% 106

Other funds holding OKTA

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stableford Capital II's OKTA Position: Q3 2026 in Review

Stableford Capital II reduced its Okta (OKTA) stake by 2.3% in Q3 2026, selling an estimated $33.1K and leaving 8,816 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #26.

Stableford Capital II first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Stableford Capital II held 8,816 shares of Okta worth $1.84M as of Q3 2026.
  • Stableford Capital II sold 209 Okta shares in Q3 2026, an estimated $33.1K.
  • Okta made up 0.64% of Stableford Capital II's portfolio in Q3 2026, its #26 holding.
  • Stableford Capital II first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.