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STALEY CAPITAL ADVISERS’s Okta OKTA Stock Holding History

STALEY CAPITAL ADVISERS’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 		$2.06M Sell
15,084
-7,000
-32% -$658K 0.08% 84
2026
Q1 		$1.74M Sell
22,084
-224,014
-91% -$18.6M 0.07% 88
2025
Q4 		$21.3M Sell
246,098
-109
-0% -$9.51K 0.88% 30
2025
Q3 		$22.6M Hold
246,207
– – 0.93% 28
2025
Q2 		$24.6M Hold
246,207
– – 1.05% 28
2025
Q1 		$25.9M Hold
246,207
– – 1.17% 26
2024
Q4 		$19.4M Hold
246,207
– – 0.86% 31
2024
Q3 		$18.3M Hold
246,207
– – 0.82% 31
2024
Q2 		$23M Hold
246,207
– – 1.06% 27
2024
Q1 		$25.8M Hold
246,207
– – 1.2% 27
2023
Q4 		$22.3M Sell
246,207
-270
-0.1% -$20.6K 1.11% 28
2023
Q3 		$20.1M Hold
246,477
– – 1.11% 27
2023
Q2 		$17.1M Hold
246,477
– – 0.92% 29
2023
Q1 		$21.3M Hold
246,477
– – 1.19% 25
2022
Q4 		$16.8M Hold
246,477
– – 1.01% 29
2022
Q3 		$14M Buy
246,477
+18,393
+8% +$1.58M 0.9% 29
2022
Q2 		$20.6M Hold
228,084
– – 1.22% 27
2022
Q1 		$34.4M Sell
228,084
-45,000
-16% -$8.07M 1.74% 22
2021
Q4 		$61.2M Buy
273,084
+221,809
+433% +$52.8M 2.92% 10
2021
Q3 		$12.2M Buy
+51,275
New +$12.7M 0.65% 37

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 $3.37T AUM 44.26% 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

STALEY CAPITAL ADVISERS's OKTA Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Okta (OKTA) stake by 32% in Q2 2026, selling an estimated $658K and leaving 15,084 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #84.

STALEY CAPITAL ADVISERS first reported a position in OKTA in Q3 2021 and has held it in 20 quarters since. The position peaked at $61.2M in Q4 2021. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 15,084 shares of Okta worth $2.06M as of Q2 2026.
  • STALEY CAPITAL ADVISERS sold 7,000 Okta shares in Q2 2026, an estimated $658K.
  • Okta made up 0.08% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #84 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Okta in Q3 2021 and has held it in 20 quarters since.
  • STALEY CAPITAL ADVISERS's Okta position peaked at $61.2M in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.