Symmetry Peak Management’s Okta OKTA Stock Holding History

Symmetry Peak Management’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	-2,500	Closed	-$535K	–	99
2020 Q3	$535K	Buy	+2,500	New	+$521K	0.36%	42
2019 Q3	–	Sell	-3,000	Closed	-$371K	–	156
2019 Q2	$371K	Sell	3,000 -34,500	-92%	-$3.74M	0.09%	125
2019 Q1	$3.1M	Buy	37,500 +25,000	+200%	+$1.98M	0.75%	23
2018 Q4	$798K	Buy	+12,500	New	+$741K	0.49%	26
2018 Q3	–	Sell	-40,000	Closed	-$2.02M	–	181
2018 Q2	$2.02M	Buy	+40,000	New	+$1.9M	0.4%	35

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 $3.38T AUM 44.17% 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

Symmetry Peak Management's OKTA Position: Q2 2026 in Review

Symmetry Peak Management opened a new position in Okta (OKTA) in Q2 2026: 1,800 shares worth $246K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings. This is a return to the name: Symmetry Peak Management previously reported a position in OKTA as recently as Q3 2017.

Symmetry Peak Management first reported a position in OKTA in Q3 2017 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Symmetry Peak Management held 1,800 shares of Okta worth $246K as of Q2 2026.
Okta was a new Symmetry Peak Management position in Q2 2026.
Okta made up 0.07% of Symmetry Peak Management's portfolio in Q2 2026, its #69 holding.
Symmetry Peak Management first reported a position in Okta in Q3 2017 and has held it in 2 quarters since.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Symmetry Peak Management's 13F filing for Q2 2026, filed 14 Aug 2026.