CAI
OKTA icon

Capital Advisors Inc’s Okta OKTA Stock Holding History

Capital Advisors Inc’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
2025
Q4 		– Sell
-2,450
Closed -$225K – 356
2025
Q3 		$225K Sell
2,450
-13
-0.5% -$1.21K ﹤0.01% 313
2025
Q2 		$246K Sell
2,463
-13
-0.5% -$1.39K ﹤0.01% 284
2025
Q1 		$260K Buy
+2,476
New +$242K 0.01% 272
2020
Q3 		– Sell
-1,635
Closed -$355K – 207
2020
Q2 		$355K Buy
+1,635
New +$278K 0.01% 143

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital Advisors Inc's OKTA Position: Q4 2025 in Review

Capital Advisors Inc sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,450 shares — an estimated $225K sold.

Capital Advisors Inc first reported a position in OKTA in Q2 2020 and held it in 4 quarters. The position peaked at $355K in Q2 2020. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Capital Advisors Inc reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 2,450 Okta shares in Q4 2025, an estimated $225K.
  • Capital Advisors Inc first reported a position in Okta in Q2 2020 and held it in 4 quarters.
  • Capital Advisors Inc's Okta position peaked at $355K in Q2 2020.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.