Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Okta OKTA Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-82,941
Closed -$6.88M – 2421
2025
Q4 		$7.17M Buy
+82,941
New +$7.24M 0.02% 996
2025
Q2 		– Sell
-476,306
Closed -$50.9M – 2475
2025
Q1 		$50.1M Buy
476,306
+243,208
+104% +$23.8M 0.14% 203
2024
Q4 		$18.4M Buy
233,098
+161,480
+225% +$12.5M 0.05% 509
2024
Q3 		$5.32M Sell
71,618
-31,533
-31% -$2.76M 0.01% 995
2024
Q2 		$9.66M Sell
103,151
-66,225
-39% -$6.27M 0.03% 688
2024
Q1 		$17.7M Sell
169,376
-166,939
-50% -$15.4M 0.05% 495
2023
Q4 		$30.4M Buy
336,315
+129,682
+63% +$9.89M 0.08% 328
2023
Q3 		$16.8M Sell
206,633
-43,537
-17% -$3.3M 0.06% 419
2023
Q2 		$17.3M Buy
250,170
+155,479
+164% +$11.8M 0.07% 377
2023
Q1 		$8.17M Buy
94,691
+33,331
+54% +$2.54M 0.04% 551
2022
Q4 		$4.19M Sell
61,360
-202,070
-77% -$11.5M 0.03% 675
2022
Q3 		$15M Buy
263,430
+184,429
+233% +$15.9M 0.12% 223
2022
Q2 		$7.14M Buy
+79,001
New +$8.53M 0.06% 417
2021
Q4 		– Sell
-13,809
Closed -$3.28M – 1777
2021
Q3 		$3.28M Buy
+13,809
New +$3.43M 0.02% 736
2020
Q1 		– Sell
-20,637
Closed -$2.59M – 1895
2019
Q4 		$2.38M Sell
20,637
-20,649
-50% -$2.38M 0.02% 776
2019
Q3 		$4.07M Buy
41,286
+32,083
+349% +$4.01M 0.04% 542
2019
Q2 		$1.14M Sell
9,203
-73,412
-89% -$7.97M 0.01% 978
2019
Q1 		$6.83M Buy
82,615
+52,468
+174% +$4.15M 0.06% 401
2018
Q4 		$1.92M Buy
+30,147
New +$1.79M 0.02% 863
2018
Q3 		– Sell
-31,219
Closed -$1.86M – 2174
2018
Q2 		$1.57M Buy
+31,219
New +$1.49M 0.01% 1177

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s OKTA Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Okta (OKTA) in Q1 2026, closing a stake of 82,941 shares — an estimated $6.88M sold.

Capital Fund Management (CFM) first reported a position in OKTA in Q2 2018 and held it in 20 quarters. The position peaked at $50.1M in Q1 2025. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 82,941 Okta shares in Q1 2026, an estimated $6.88M.
  • Capital Fund Management (CFM) first reported a position in Okta in Q2 2018 and held it in 20 quarters.
  • Capital Fund Management (CFM)'s Okta position peaked at $50.1M in Q1 2025.
  • 733 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.