Steel Grove Capital Advisors’s Okta OKTA Stock Holding History

Steel Grove Capital Advisors’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	$374K	Sell	2,738 -31	-1%	-$2.92K	0.03%	164
2026 Q1	$218K	Buy	+2,769	New	+$230K	0.02%	202

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Steel Grove Capital Advisors's OKTA Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Okta (OKTA) stake by 1.1% in Q2 2026, selling an estimated $2.92K and leaving 2,738 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #164.

Steel Grove Capital Advisors first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Steel Grove Capital Advisors held 2,738 shares of Okta worth $374K as of Q2 2026.
Steel Grove Capital Advisors sold 31 Okta shares in Q2 2026, an estimated $2.92K.
Okta made up 0.03% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #164 holding.
Steel Grove Capital Advisors first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.