Wellington Shields & Co., LLC

SEC CIK: 0001506073
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

OKTA holding history

Okta, Inc. in every 13F filed by Wellington Shields & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKTA overview All 13F holders of OKTA Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of OKTA by Wellington Shields & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,300−100.0%	Sold out	Holders
Q1 2025	1,300	$136.8K	<0.1%	+1,300	New	Holders
Q4 2023	0	$0	0.0%	−7,350−100.0%	Sold out	Holders
Q3 2023	7,350	$599.1K	0.1%	+7,350	New	Holders