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Venture Visionary Partners’s Okta OKTA Stock Holding History

Venture Visionary Partners’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
Q3 		$260K Buy
+1,242
New +$197K 0.01% 600
2022
Q3 		– Sell
-64
Closed -$5.79K – 1202
2022
Q2 		$5.79K Buy
+64
New +$6.91K ﹤0.01% 1378

Other funds holding OKTA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Venture Visionary Partners's OKTA Position: Q3 2026 in Review

Venture Visionary Partners opened a new position in Okta (OKTA) in Q3 2026: 1,242 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in OKTA as recently as Q2 2022.

Venture Visionary Partners first reported a position in OKTA in Q2 2022 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Venture Visionary Partners held 1,242 shares of Okta worth $260K as of Q3 2026.
  • Okta was a new Venture Visionary Partners position in Q3 2026.
  • Okta made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #600 holding.
  • Venture Visionary Partners first reported a position in Okta in Q2 2022 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.