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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 825 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.
  • 825 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.