SummitTX Capital’s Okta OKTA Stock Holding History

SummitTX Capital’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	–	Sell	-13,197	Closed	-$1.04M	–	953
2026 Q1	$1.04M	Buy	+13,197	New	+$1.1M	0.03%	439
2025 Q3	–	Sell	-11,941	Closed	-$1.19M	–	918
2025 Q2	$1.19M	Buy	+11,941	New	+$1.28M	0.05%	336

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SummitTX Capital's OKTA Position: Q2 2026 in Review

SummitTX Capital sold out of Okta (OKTA) in Q2 2026, closing a stake of 13,197 shares — an estimated $1.04M sold.

SummitTX Capital first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $1.19M in Q2 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

SummitTX Capital reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 13,197 Okta shares in Q2 2026, an estimated $1.04M.
SummitTX Capital first reported a position in Okta in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Okta position peaked at $1.19M in Q2 2025.
816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.