Wilmington Savings Fund Society’s Okta OKTA Stock Holding History

Wilmington Savings Fund Society’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	$613K	Sell	4,494 -200	-4%	-$18.8K	0.01%	387
2026 Q1	$369K	Sell	4,694 -100	-2%	-$8.3K	0.01%	470
2025 Q4	$415K	Buy	4,794 +3,400	+244%	+$297K	0.01%	452
2025 Q3	$128K	Sell	1,394 -88	-6%	-$8.22K	﹤0.01%	683
2025 Q2	$148K	Hold	1,482	–	–	﹤0.01%	908
2025 Q1	$156K	Buy	1,482 +30	+2%	+$2.93K	﹤0.01%	867
2024 Q4	$114K	Hold	1,452	–	–	﹤0.01%	1004
2024 Q3	$108K	Buy	+1,452	New	+$127K	﹤0.01%	1003

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wilmington Savings Fund Society's OKTA Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Okta (OKTA) stake by 4.3% in Q2 2026, selling an estimated $18.8K and leaving 4,494 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #387.

Wilmington Savings Fund Society first reported a position in OKTA in Q3 2024 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Wilmington Savings Fund Society held 4,494 shares of Okta worth $613K as of Q2 2026.
Wilmington Savings Fund Society sold 200 Okta shares in Q2 2026, an estimated $18.8K.
Okta made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #387 holding.
Wilmington Savings Fund Society first reported a position in Okta in Q3 2024 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.