Yousif Capital Management’s Okta OKTA Stock Holding History

Yousif Capital Management’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	$6.38M	Sell	46,770 -3,456	-7%	-$325K	0.07%	260
2026 Q1	$3.95M	Sell	50,226 -2,236	-4%	-$186K	0.05%	365
2025 Q4	$4.6M	Sell	52,462 -445	-0.8%	-$38.8K	0.05%	338
2025 Q3	$4.85M	Sell	52,907 -3,814	-7%	-$356K	0.05%	326
2025 Q2	$5.67M	Buy	56,721 +54,610	+2,587%	+$5.83M	0.06%	283
2025 Q1	$222K	Buy	+2,111	New	+$206K	﹤0.01%	1770
2024 Q2	–	Sell	-1,985	Closed	-$208K	–	1983
2024 Q1	$208K	Buy	+1,985	New	+$183K	﹤0.01%	1857
2022 Q2	–	Sell	-1,746	Closed	-$264K	–	2001
2022 Q1	$264K	Sell	1,746 -15	-0.9%	-$2.69K	﹤0.01%	1845
2021 Q4	$395K	Buy	+1,761	New	+$420K	﹤0.01%	1738

Other funds holding OKTA

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Yousif Capital Management's OKTA Position: Q2 2026 in Review

Yousif Capital Management reduced its Okta (OKTA) stake by 6.9% in Q2 2026, selling an estimated $325K and leaving 46,770 shares worth $6.38M. The position accounts for 0.07% of the portfolio, ranked #260.

Yousif Capital Management first reported a position in OKTA in Q4 2021 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Yousif Capital Management held 46,770 shares of Okta worth $6.38M as of Q2 2026.
Yousif Capital Management sold 3,456 Okta shares in Q2 2026, an estimated $325K.
Okta made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #260 holding.
Yousif Capital Management first reported a position in Okta in Q4 2021 and has held it in 9 quarters since.
146 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.