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C.M. Bidwell & Associates’s Okta OKTA Stock Holding History

C.M. Bidwell & Associates’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 		$340K Buy
2,491
+318
+15% +$29.9K 0.14% 95
2026
Q1 		$171K Sell
2,173
-5
-0.2% -$415 0.08% 149
2025
Q4 		$188K Sell
2,178
-69
-3% -$6.02K 0.09% 141
2025
Q3 		$206K Sell
2,247
-165
-7% -$15.4K 0.1% 126
2025
Q2 		$241K Sell
2,412
-113
-4% -$12.1K 0.13% 114
2025
Q1 		$266K Buy
2,525
+2,503
+11,377% +$244K 0.16% 98
2024
Q4 		$1.73K Hold
22
– – ﹤0.01% 423
2024
Q3 		$1.64K Hold
22
– – ﹤0.01% 438
2024
Q2 		$2.06K Hold
22
– – ﹤0.01% 412
2024
Q1 		$2.3K Hold
22
– – ﹤0.01% 411
2023
Q4 		$1.99K Hold
22
– – ﹤0.01% 426
2023
Q3 		$1.79K Hold
22
– – ﹤0.01% 480
2023
Q2 		$1.53K Sell
22
-996
-98% -$75.6K ﹤0.01% 485
2023
Q1 		$87.8K Hold
1,018
– – 0.07% 247
2022
Q4 		$69.6K Buy
1,018
+996
+4,527% +$56.9K 0.05% 264
2022
Q3 		$1K Hold
22
– – ﹤0.01% 458
2022
Q2 		$2K Hold
22
– – ﹤0.01% 442
2022
Q1 		$3K Hold
22
– – ﹤0.01% 454
2021
Q4 		$5K Hold
22
– – ﹤0.01% 435
2021
Q3 		$5K Hold
22
– – ﹤0.01% 452
2021
Q2 		$5K Hold
22
– – ﹤0.01% 464
2021
Q1 		$5K Hold
22
– – ﹤0.01% 443
2020
Q4 		$6K Sell
22
-10
-31% -$2.38K ﹤0.01% 409
2020
Q3 		$7K Buy
+32
New +$6.67K 0.01% 358

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 $3.37T AUM 44.26% 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

C.M. Bidwell & Associates's OKTA Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Okta (OKTA) stake by 15% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,491 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #95.

C.M. Bidwell & Associates first reported a position in OKTA in Q3 2020 and has held it in 24 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • C.M. Bidwell & Associates held 2,491 shares of Okta worth $340K as of Q2 2026.
  • C.M. Bidwell & Associates bought 318 Okta shares in Q2 2026, an estimated $29.9K.
  • Okta made up 0.14% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #95 holding.
  • C.M. Bidwell & Associates first reported a position in Okta in Q3 2020 and has held it in 24 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.