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
2020
Q3 		– Sell
-100
Closed -$20K – 1979
2020
Q2 		$20K Hold
100
– – ﹤0.01% 1061
2020
Q1 		$13K Buy
+100
New +$12.5K ﹤0.01% 1006

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's OKTA Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,563 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in OKTA as recently as Q1 2025.

Valeo Financial Advisors first reported a position in OKTA in Q4 2017 and has held it in 16 quarters since. The position peaked at $280K in Q2 2020. 192 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Valeo Financial Advisors held 1,563 shares of Okta worth $213K as of Q2 2026.
  • Okta was a new Valeo Financial Advisors position in Q2 2026.
  • Okta made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #738 holding.
  • Valeo Financial Advisors first reported a position in Okta in Q4 2017 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Okta position peaked at $280K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.