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Syon Capital’s Okta OKTA Stock Holding History

Syon 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 		$397K Sell
2,909
-964
-25% -$90.7K 0.02% 716
2026
Q1 		$305K Buy
3,873
+1,148
+42% +$95.3K 0.02% 737
2025
Q4 		$236K Sell
2,725
-2,952
-52% -$258K 0.01% 820
2025
Q3 		$521K Buy
5,677
+3,644
+179% +$340K 0.03% 480
2025
Q2 		$203K Buy
2,033
+114
+6% +$12.2K 0.01% 692
2025
Q1 		$202K Buy
+1,919
New +$187K 0.02% 539

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

Syon Capital's OKTA Position: Q2 2026 in Review

Syon Capital reduced its Okta (OKTA) stake by 25% in Q2 2026, selling an estimated $90.7K and leaving 2,909 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #716.

Syon Capital first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $521K in Q3 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Syon Capital held 2,909 shares of Okta worth $397K as of Q2 2026.
  • Syon Capital sold 964 Okta shares in Q2 2026, an estimated $90.7K.
  • Okta made up 0.02% of Syon Capital's portfolio in Q2 2026, its #716 holding.
  • Syon Capital first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • Syon Capital's Okta position peaked at $521K in Q3 2025.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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