Capital Fund Management (CFM)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-476,306
| Closed | -$50.1M | – | 1166 |
|
|
2025
Q1 | $50.1M | Buy |
476,306
+243,208
| +104% | +$25.6M | 0.14% | 27 |
|
|
2024
Q4 | $18.4M | Buy |
233,098
+161,480
| +225% | +$12.7M | 0.05% | 167 |
|
|
2024
Q3 | $5.32M | Sell |
71,618
-31,533
| -31% | -$2.34M | 0.01% | 332 |
|
|
2024
Q2 | $9.66M | Sell |
103,151
-66,225
| -39% | -$6.2M | 0.03% | 214 |
|
|
2024
Q1 | $17.7M | Sell |
169,376
-166,939
| -50% | -$17.5M | 0.05% | 135 |
|
|
2023
Q4 | $30.4M | Buy |
336,315
+129,682
| +63% | +$11.7M | 0.08% | 68 |
|
|
2023
Q3 | $16.8M | Sell |
206,633
-43,537
| -17% | -$3.55M | 0.06% | 119 |
|
|
2023
Q2 | $17.3M | Buy |
250,170
+155,479
| +164% | +$10.8M | 0.07% | 104 |
|
|
2023
Q1 | $8.17M | Buy |
94,691
+33,331
| +54% | +$2.87M | 0.04% | 159 |
|
|
2022
Q4 | $4.19M | Sell |
61,360
-202,070
| -77% | -$13.8M | 0.03% | 234 |
|
|
2022
Q3 | $15M | Buy |
263,430
+184,429
| +233% | +$10.5M | 0.12% | 63 |
|
|
2022
Q2 | $7.14M | Buy |
+79,001
| New | +$7.14M | 0.06% | 152 |
|
|
2021
Q4 | – | Sell |
-13,809
| Closed | -$3.28M | – | 830 |
|
|
2021
Q3 | $3.28M | Buy |
+13,809
| New | +$3.28M | 0.02% | 240 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 791 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 809 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 771 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 849 |
|
|
2020
Q1 | – | Sell |
-20,637
| Closed | -$2.38M | – | 1118 |
|
|
2019
Q4 | $2.38M | Sell |
20,637
-20,649
| -50% | -$2.38M | 0.02% | 335 |
|
|
2019
Q3 | $4.07M | Buy |
41,286
+32,083
| +349% | +$3.16M | 0.04% | 230 |
|
|
2019
Q2 | $1.14M | Sell |
9,203
-73,412
| -89% | -$9.07M | 0.01% | 422 |
|
|
2019
Q1 | $6.84M | Buy |
82,615
+52,468
| +174% | +$4.34M | 0.06% | 183 |
|
|
2018
Q4 | $1.92M | Buy |
+30,147
| New | +$1.92M | 0.02% | 384 |
|
|
2018
Q3 | – | Sell |
-31,219
| Closed | -$1.57M | – | 1102 |
|
|
2018
Q2 | $1.57M | Buy |
+31,219
| New | +$1.57M | 0.01% | 520 |
|