Stifel Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.2M | Buy |
60,125
+7,453
| +14% | +$701K | 0.01% | 1136 |
|
|
2026
Q1 | $4.15M | Sell |
52,672
-9,852
| -16% | -$818K | ﹤0.01% | 1463 |
|
|
2025
Q4 | $5.41M | Buy |
62,524
+4,295
| +7% | +$375K | ﹤0.01% | 1285 |
|
|
2025
Q3 | $5.34M | Buy |
58,229
+8,649
| +17% | +$808K | ﹤0.01% | 1264 |
|
|
2025
Q2 | $4.96M | Sell |
49,580
-1,461
| -3% | -$156K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $5.37M | Sell |
51,041
-18,385
| -26% | -$1.8M | 0.01% | 1153 |
|
|
2024
Q4 | $5.47M | Buy |
69,426
+32,168
| +86% | +$2.49M | 0.01% | 1160 |
|
|
2024
Q3 | $2.77M | Buy |
37,258
+13,387
| +56% | +$1.17M | ﹤0.01% | 1571 |
|
|
2024
Q2 | $2.23M | Buy |
23,871
+17,308
| +264% | +$1.64M | ﹤0.01% | 1652 |
|
|
2024
Q1 | $687K | Sell |
6,563
-3,399
| -34% | -$314K | ﹤0.01% | 2424 |
|
|
2023
Q4 | $902K | Sell |
9,962
-15,710
| -61% | -$1.2M | ﹤0.01% | 2205 |
|
|
2023
Q3 | $2.09M | Buy |
25,672
+8,942
| +53% | +$678K | ﹤0.01% | 1571 |
|
|
2023
Q2 | $1.16M | Buy |
16,730
+1,108
| +7% | +$84.1K | ﹤0.01% | 1991 |
|
|
2023
Q1 | $1.35M | Sell |
15,622
-3,045
| -16% | -$232K | ﹤0.01% | 1826 |
|
|
2022
Q4 | $1.28M | Sell |
18,667
-6,011
| -24% | -$343K | ﹤0.01% | 1819 |
|
|
2022
Q3 | $1.4M | Sell |
24,678
-484
| -2% | -$41.6K | ﹤0.01% | 1710 |
|
|
2022
Q2 | $2.27M | Sell |
25,162
-4,097
| -14% | -$442K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $4.42M | Sell |
29,259
-28,031
| -49% | -$5.02M | 0.01% | 1123 |
|
|
2021
Q4 | $12.8M | Sell |
57,290
-5,740
| -9% | -$1.37M | 0.02% | 643 |
|
|
2021
Q3 | $15M | Buy |
63,030
+3,825
| +6% | +$950K | 0.02% | 572 |
|
|
2021
Q2 | $14.5M | Buy |
59,205
+4,896
| +9% | +$1.18M | 0.02% | 569 |
|
|
2021
Q1 | $12M | Sell |
54,309
-6,223
| -10% | -$1.56M | 0.02% | 605 |
|
|
2020
Q4 | $15.4M | Buy |
60,532
+4,545
| +8% | +$1.08M | 0.03% | 473 |
|
|
2020
Q3 | $12M | Buy |
55,987
+1,982
| +4% | +$413K | 0.02% | 489 |
|
|
2020
Q2 | $10.8M | Buy |
54,005
+78
| +0.1% | +$13.2K | 0.02% | 481 |
|
|
2020
Q1 | $6.6M | Buy |
53,927
+32,462
| +151% | +$4.07M | 0.02% | 570 |
|
|
2019
Q4 | $2.48M | Buy |
21,465
+5,504
| +34% | +$634K | 0.01% | 1199 |
|
|
2019
Q3 | $1.57M | Sell |
15,961
-4,907
| -24% | -$613K | ﹤0.01% | 1460 |
|
|
2019
Q2 | $2.57M | Sell |
20,868
-2,542
| -11% | -$276K | 0.01% | 1183 |
|
|
2019
Q1 | $1.94M | Buy |
23,410
+5,643
| +32% | +$447K | 0.01% | 1261 |
|
|
2018
Q4 | $1.13M | Buy |
17,767
+7,263
| +69% | +$430K | ﹤0.01% | 1453 |
|
|
2018
Q3 | $740K | Sell |
10,504
-11,966
| -53% | -$713K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $1.13M | Buy |
22,470
+70
| +0.3% | +$3.33K | ﹤0.01% | 1534 |
|
|
2018
Q1 | $893K | Buy |
+22,400
| New | +$747K | ﹤0.01% | 1653 |
|
Other funds holding OKTA
Stifel Financial's OKTA Position: Q2 2026 in Review
Stifel Financial increased its Okta (OKTA) stake by 14% in Q2 2026, buying an estimated $701K and bringing the position to 60,125 shares worth $8.2M. The position accounts for 0.01% of the portfolio, ranked #1136.
Stifel Financial first reported a position in OKTA in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.4M in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Stifel Financial held 60,125 shares of Okta worth $8.2M as of Q2 2026.
- Stifel Financial bought 7,453 Okta shares in Q2 2026, an estimated $701K.
- Okta made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1136 holding.
- Stifel Financial first reported a position in Okta in Q1 2018 and has held it in 34 quarters since.
- Stifel Financial's Okta position peaked at $15.4M in Q4 2020.
- 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.