SWS Partners
OKTA icon

SWS Partners’s Okta OKTA Stock Holding History

SWS Partners’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
Q3 		$9.8M Sell
46,825
-13,336
-22% -$2.11M 2.11% 9
2026
Q2 		$8.21M Sell
60,161
-12,028
-17% -$1.13M 1.77% 15
2026
Q1 		$5.68M Buy
72,189
+29,654
+70% +$2.46M 1.4% 16
2025
Q4 		$3.68M Buy
42,535
+5,435
+15% +$474K 0.89% 35
2025
Q3 		$3.4M Buy
37,100
+6,851
+23% +$640K 0.83% 40
2025
Q2 		$3.02M Buy
30,249
+936
+3% +$100K 0.82% 41
2025
Q1 		$3.08M Sell
29,313
-15,603
-35% -$1.52M 1.01% 31
2024
Q4 		$3.54M Buy
44,916
+12,430
+38% +$964K 1.07% 22
2024
Q3 		$2.42M Buy
32,486
+7,838
+32% +$685K 0.77% 48
2024
Q2 		$2.31M Buy
24,648
+335
+1% +$31.7K 0.69% 57
2024
Q1 		$2.54M Sell
24,313
-318
-1% -$29.3K 0.76% 52
2023
Q4 		$2.23M Buy
24,631
+7,639
+45% +$583K 0.73% 57
2023
Q3 		$1.39M Buy
+16,992
New +$1.29M 0.51% 76

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

SWS Partners's OKTA Position: Q3 2026 in Review

SWS Partners reduced its Okta (OKTA) stake by 22% in Q3 2026, selling an estimated $2.11M and leaving 46,825 shares worth $9.8M. The position accounts for 2.11% of the portfolio, ranked #9.

SWS Partners first reported a position in OKTA in Q3 2023 and has held it in 13 quarters since. 532 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • SWS Partners held 46,825 shares of Okta worth $9.8M as of Q3 2026.
  • SWS Partners sold 13,336 Okta shares in Q3 2026, an estimated $2.11M.
  • Okta made up 2.11% of SWS Partners's portfolio in Q3 2026, its #9 holding.
  • SWS Partners first reported a position in Okta in Q3 2023 and has held it in 13 quarters since.
  • 532 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.