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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

OKTA holding history

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

OKTA overviewAll 13F holders of OKTAFull Q2 2026 holdings

Shares (Q2 2026)
2,706
Value
$369.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of OKTA by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,706$369.2K<0.1%−159−5.5%ReducedHolders
Q1 20262,865$225.5K<0.1%+325+12.8%AddedHolders
Q4 20252,540$219.6K<0.1%−1,917−43.0%ReducedHolders
Q3 20254,457$408.7K<0.1%−434−8.9%ReducedHolders
Q2 20254,891$489.0K<0.1%+4,891NewHolders
Q1 20250$00.0%−6,384−100.0%Sold outHolders
Q4 20246,384$503.1K<0.1%−170−2.6%ReducedHolders
Q3 20246,554$487.2K<0.1%−568−8.0%ReducedHolders
Q2 20247,122$666.7K0.1%+3,865+118.7%AddedHolders
Q1 20243,257$340.7K<0.1%−27−0.8%ReducedHolders
Q4 20233,284$297.3K<0.1%−509−13.4%ReducedHolders
Q3 20233,793$309.2K<0.1%+3,793NewHolders
Q2 20230$00.0%−3,581−100.0%Sold outHolders
Q1 20233,581$308.8K<0.1%+3,581NewHolders
Q3 20220$00.0%−4,792−100.0%Sold outHolders
Q2 20224,792$433.0K<0.1%−2,870−37.5%ReducedHolders
Q1 20227,662$1.16M0.1%+6,584+610.8%AddedHolders
Q4 20211,078$242.0K<0.1%–No prior filingHolders