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Yorktown Management & Research Company’s Okta OKTA Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-4,100
Closed -$323K – 271
2026
Q1 		$323K Hold
4,100
– – 0.27% 143
2025
Q4 		$355K Hold
4,100
– – 0.28% 146
2025
Q3 		$376K Buy
+4,100
New +$383K 0.3% 131
2022
Q1 		– Sell
-1,060
Closed -$238K – 252
2021
Q4 		$238K Hold
1,060
– – 0.16% 229
2021
Q3 		$252K Buy
+1,060
New +$263K 0.19% 217

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Yorktown Management & Research Company's OKTA Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Okta (OKTA) in Q2 2026, closing a stake of 4,100 shares — an estimated $323K sold.

Yorktown Management & Research Company first reported a position in OKTA in Q3 2021 and held it in 5 quarters. The position peaked at $376K in Q3 2025. 450 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Yorktown Management & Research Company reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,100 Okta shares in Q2 2026, an estimated $323K.
  • Yorktown Management & Research Company first reported a position in Okta in Q3 2021 and held it in 5 quarters.
  • Yorktown Management & Research Company's Okta position peaked at $376K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.