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Verdence Capital Advisors’s Okta OKTA Stock Holding History

Verdence Capital 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 		$441K Buy
3,231
+143
+5% +$13.4K 0.02% 464
2026
Q1 		$243K Sell
3,088
-6
-0.2% -$498 0.01% 571
2025
Q4 		$268K Sell
3,094
-3,461
-53% -$302K 0.02% 555
2025
Q3 		$590K Buy
+6,555
New +$612K 0.03% 398

Other funds holding OKTA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Verdence Capital Advisors's OKTA Position: Q2 2026 in Review

Verdence Capital Advisors increased its Okta (OKTA) stake by 4.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,231 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #464.

Verdence Capital Advisors first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $590K in Q3 2025. 354 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Verdence Capital Advisors held 3,231 shares of Okta worth $441K as of Q2 2026.
  • Verdence Capital Advisors bought 143 Okta shares in Q2 2026, an estimated $13.4K.
  • Okta made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #464 holding.
  • Verdence Capital Advisors first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • Verdence Capital Advisors's Okta position peaked at $590K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.