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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SWS Partners's OKTA Position: Q2 2026 in Review

SWS Partners reduced its Okta (OKTA) stake by 17% in Q2 2026, selling an estimated $1.13M and leaving 60,161 shares worth $8.21M. The position accounts for 1.77% of the portfolio, ranked #15.

SWS Partners first reported a position in OKTA in Q3 2023 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SWS Partners held 60,161 shares of Okta worth $8.21M as of Q2 2026.
  • SWS Partners sold 12,028 Okta shares in Q2 2026, an estimated $1.13M.
  • Okta made up 1.77% of SWS Partners's portfolio in Q2 2026, its #15 holding.
  • SWS Partners first reported a position in Okta in Q3 2023 and has held it in 12 quarters since.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.