VFA
OKTA icon

Valeo Financial Advisors’s Okta OKTA Stock Holding History

Valeo Financial Advisors’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 		$213K Buy
+1,563
New +$147K ﹤0.01% 738
2025
Q2 		– Sell
-2,104
Closed -$221K – 813
2025
Q1 		$221K Buy
+2,104
New +$206K 0.01% 616
2021
Q2 		– Sell
-244
Closed -$54K – 1386
2021
Q1 		$54K Sell
244
-71
-23% -$17.8K ﹤0.01% 841
2020
Q4 		$80K Sell
315
-7
-2% -$1.66K ﹤0.01% 630
2020
Q3 		$69K Sell
322
-1,075
-77% -$224K 0.01% 564
2020
Q2 		$280K Buy
1,397
+1,025
+276% +$174K 0.03% 265
2020
Q1 		$48K Sell
372
-178
-32% -$22.3K 0.01% 620
2019
Q4 		$63K Buy
550
+237
+76% +$27.3K 0.01% 566
2019
Q3 		$31K Buy
313
+75
+32% +$9.37K ﹤0.01% 732
2019
Q2 		$29K Buy
238
+131
+122% +$14.2K ﹤0.01% 747
2019
Q1 		$9K Hold
107
– – ﹤0.01% 999
2018
Q4 		$7K Hold
107
– – ﹤0.01% 983
2018
Q3 		$6K Sell
107
-60
-36% -$3.57K ﹤0.01% 1140
2018
Q2 		$9K Buy
167
+107
+178% +$5.09K ﹤0.01% 975
2018
Q1 		$2K Hold
60
– – ﹤0.01% 1342
2017
Q4 		$2K Buy
+60
New +$1.68K ﹤0.01% 1195

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM