SW
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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
2020
Q4 		– Sell
-1,000
Closed -$214K – 354
2020
Q3 		$214K Buy
+1,000
New +$208K 0.02% 246

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
Robeco Institutional Asset Management
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
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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. 164 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.
  • 164 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.