Cambridge Investment Research Advisors’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.11M Sell
15,482
-6,363
-29% -$598K ﹤0.01% 1648
2026
Q1
$1.72M Buy
21,845
+2,562
+13% +$213K ﹤0.01% 1717
2025
Q4
$1.67M Sell
19,283
-4,502
-19% -$393K ﹤0.01% 1694
2025
Q3
$2.18M Sell
23,785
-4,882
-17% -$456K 0.01% 1439
2025
Q2
$2.87M Sell
28,667
-2,358
-8% -$252K 0.01% 1178
2025
Q1
$3.26M Buy
31,025
+970
+3% +$94.7K 0.01% 1046
2024
Q4
$2.37M Buy
30,055
+787
+3% +$61K 0.01% 1241
2024
Q3
$2.18M Buy
29,268
+12,983
+80% +$1.13M 0.01% 1288
2024
Q2
$1.52M Buy
16,285
+1,721
+12% +$163K 0.01% 1476
2024
Q1
$1.52M Buy
14,564
+1,451
+11% +$134K 0.01% 1442
2023
Q4
$1.19M Sell
13,113
-915
-7% -$69.8K 0.01% 1536
2023
Q3
$1.14M Sell
14,028
-995
-7% -$75.4K 0.01% 1477
2023
Q2
$1.04M Buy
15,023
+377
+3% +$28.6K ﹤0.01% 1580
2023
Q1
$1.26M Sell
14,646
-3,061
-17% -$233K 0.01% 1413
2022
Q4
$1.21M Sell
17,707
-833
-4% -$47.6K 0.01% 1384
2022
Q3
$1.05M Buy
18,540
+1,036
+6% +$89.1K 0.01% 1435
2022
Q2
$1.58M Buy
17,504
+3,382
+24% +$365K 0.01% 1174
2022
Q1
$2.13M Sell
14,122
-5,571
-28% -$999K 0.01% 1095
2021
Q4
$4.42M Buy
19,693
+1,504
+8% +$358K 0.02% 698
2021
Q3
$4.32M Sell
18,189
-492
-3% -$122K 0.02% 675
2021
Q2
$4.57M Buy
+18,681
New +$4.51M 0.02% 666
2021
Q1
Sell
-17,562
Closed -$4.46M 2960
2020
Q4
$4.46M Sell
17,562
-234
-1% -$55.6K 0.03% 570
2020
Q3
$3.81M Buy
17,796
+547
+3% +$114K 0.03% 554
2020
Q2
$3.45M Buy
17,249
+6,255
+57% +$1.06M 0.03% 554
2020
Q1
$1.34M Buy
10,994
+928
+9% +$116K 0.01% 826
2019
Q4
$1.16M Buy
10,066
+2,216
+28% +$255K 0.01% 1072
2019
Q3
$773K Sell
7,850
-2,364
-23% -$295K 0.01% 1227
2019
Q2
$1.26M Buy
10,214
+1,804
+21% +$196K 0.01% 920
2019
Q1
$696K Buy
8,410
+481
+6% +$38.1K 0.01% 1266
2018
Q4
$506K Sell
7,929
-450
-5% -$26.7K 0.01% 1316
2018
Q3
$590K Buy
8,379
+1,723
+26% +$103K 0.01% 1350
2018
Q2
$335K Buy
+6,656
New +$317K ﹤0.01% 1649

Other funds holding OKTA

Cambridge Investment Research Advisors's OKTA Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Okta (OKTA) stake by 29% in Q2 2026, selling an estimated $598K and leaving 15,482 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Cambridge Investment Research Advisors first reported a position in OKTA in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.57M in Q2 2021. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,482 shares of Okta worth $2.11M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,363 Okta shares in Q2 2026, an estimated $598K.
  • Okta made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1648 holding.
  • Cambridge Investment Research Advisors first reported a position in Okta in Q2 2018 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's Okta position peaked at $4.57M in Q2 2021.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.