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Triumph Capital Management’s Okta OKTA Stock Holding History

Triumph Capital 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
2026
Q2 		$832K Sell
6,098
-5,892
-49% -$554K 0.15% 146
2026
Q1 		$944K Buy
11,990
+4,070
+51% +$338K 0.19% 117
2025
Q4 		$685K Sell
7,920
-4,805
-38% -$419K 0.15% 132
2025
Q3 		$1.17M Buy
12,725
+4,770
+60% +$445K 0.31% 74
2025
Q2 		$795K Buy
7,955
+267
+3% +$28.5K 0.24% 99
2025
Q1 		$809K Buy
7,688
+1,897
+33% +$185K 0.27% 99
2024
Q4 		$456K Buy
5,791
+673
+13% +$52.2K 0.16% 159
2024
Q3 		$380K Sell
5,118
-107
-2% -$9.35K 0.14% 168
2024
Q2 		$489K Buy
5,225
+2,050
+65% +$194K 0.19% 128
2024
Q1 		$329K Sell
3,175
-1,190
-27% -$110K 0.13% 158
2023
Q4 		$395K Sell
4,365
-328
-7% -$25K 0.17% 120
2023
Q3 		$382K Buy
4,693
+437
+10% +$33.1K 0.17% 124
2023
Q2 		$295K Sell
4,256
-581
-12% -$44.1K 0.13% 153
2023
Q1 		$417K Sell
4,837
-4,317
-47% -$329K 0.21% 95
2022
Q4 		$625K Sell
9,154
-1,344
-13% -$76.7K 0.33% 66
2022
Q3 		$597K Buy
10,498
+3,605
+52% +$310K 0.33% 71
2022
Q2 		$623K Buy
6,893
+2,322
+51% +$251K 0.33% 65
2022
Q1 		$690K Buy
4,571
+1,558
+52% +$279K 0.3% 82
2021
Q4 		$675K Sell
3,013
-326
-10% -$77.7K 0.29% 82
2021
Q3 		$792K Buy
+3,339
New +$829K 0.37% 68

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

Triumph Capital Management's OKTA Position: Q2 2026 in Review

Triumph Capital Management reduced its Okta (OKTA) stake by 49% in Q2 2026, selling an estimated $554K and leaving 6,098 shares worth $832K. The position accounts for 0.15% of the portfolio, ranked #146.

Triumph Capital Management first reported a position in OKTA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q3 2025. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Triumph Capital Management held 6,098 shares of Okta worth $832K as of Q2 2026.
  • Triumph Capital Management sold 5,892 Okta shares in Q2 2026, an estimated $554K.
  • Okta made up 0.15% of Triumph Capital Management's portfolio in Q2 2026, its #146 holding.
  • Triumph Capital Management first reported a position in Okta in Q3 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's Okta position peaked at $1.17M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.