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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

C.M. Bidwell & Associates's OKTA Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Okta (OKTA) stake by 0.23% in Q1 2026, selling an estimated $415 and leaving 2,173 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #149.

C.M. Bidwell & Associates first reported a position in OKTA in Q3 2020 and has held it in 23 quarters since. The position peaked at $266K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

C.M. Bidwell & Associates held 2,173 shares of Okta worth $171K as of Q1 2026.
C.M. Bidwell & Associates sold 5 Okta shares in Q1 2026, an estimated $415.
Okta made up 0.08% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #149 holding.
C.M. Bidwell & Associates first reported a position in Okta in Q3 2020 and has held it in 23 quarters since.
C.M. Bidwell & Associates's Okta position peaked at $266K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.