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SteelPeak Wealth’s Okta OKTA Stock Holding History

SteelPeak 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
Q2 		$690K Sell
5,060
-106
-2% -$9.97K 0.02% 376
2026
Q1 		$407K Buy
5,166
+140
+3% +$11.6K 0.01% 405
2025
Q4 		$435K Sell
5,026
-207
-4% -$18.1K 0.01% 376
2025
Q3 		$480K Sell
5,233
-237
-4% -$22.1K 0.02% 398
2025
Q2 		$547K Buy
+5,470
New +$584K 0.02% 352
2023
Q2 		– Sell
-3,060
Closed -$264K – 488
2023
Q1 		$264K Buy
+3,060
New +$233K 0.02% 321
2022
Q3 		– Sell
-3,200
Closed -$289K – 429
2022
Q2 		$289K Sell
3,200
-1,370
-30% -$148K 0.02% 324
2022
Q1 		$690K Buy
4,570
+1,100
+32% +$197K 0.04% 234
2021
Q4 		$778K Sell
3,470
-1,320
-28% -$314K 0.04% 199
2021
Q3 		$1.14M Sell
4,790
-1,405
-23% -$349K 0.08% 155
2021
Q2 		$1.52M Buy
6,195
+110
+2% +$26.6K 0.11% 133
2021
Q1 		$1.34M Sell
6,085
-1,155
-16% -$290K 0.11% 130
2020
Q4 		$1.84M Buy
7,240
+1,918
+36% +$456K 0.17% 104
2020
Q3 		$1.14M Buy
5,322
+831
+19% +$173K 0.12% 123
2020
Q2 		$899K Buy
4,491
+2,098
+88% +$356K 0.11% 129
2020
Q1 		$293K Buy
+2,393
New +$300K 0.05% 177

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

SteelPeak Wealth's OKTA Position: Q2 2026 in Review

SteelPeak Wealth reduced its Okta (OKTA) stake by 2.1% in Q2 2026, selling an estimated $9.97K and leaving 5,060 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #376.

SteelPeak Wealth first reported a position in OKTA in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.84M in Q4 2020. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SteelPeak Wealth held 5,060 shares of Okta worth $690K as of Q2 2026.
  • SteelPeak Wealth sold 106 Okta shares in Q2 2026, an estimated $9.97K.
  • Okta made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #376 holding.
  • SteelPeak Wealth first reported a position in Okta in Q1 2020 and has held it in 16 quarters since.
  • SteelPeak Wealth's Okta position peaked at $1.84M in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.