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 		$3.56M Sell
45,200
-43,400
-49% -$3.6M 0.02% 1075
2025
Q4 		$7.66M Buy
88,600
+45,400
+105% +$3.96M 0.02% 963
2025
Q3 		$3.96M Buy
43,200
+22,600
+110% +$2.11M 0.01% 1383
2025
Q2 		$2.06M Buy
+20,600
New +$2.2M 0.01% 1667
2025
Q1 		– Sell
-47,000
Closed -$3.7M – 2249
2024
Q4 		$3.7M Buy
+47,000
New +$3.64M 0.01% 1228
2024
Q3 		– Sell
-23,100
Closed -$2.16M – 2102
2024
Q2 		$2.16M Sell
23,100
-49,000
-68% -$4.64M 0.01% 1350
2024
Q1 		$7.54M Sell
72,100
-100,800
-58% -$9.3M 0.02% 860
2023
Q4 		$15.7M Buy
172,900
+35,700
+26% +$2.72M 0.04% 560
2023
Q3 		$11.2M Buy
137,200
+99,300
+262% +$7.53M 0.04% 563
2023
Q2 		$2.63M Sell
37,900
-8,400
-18% -$638K 0.01% 1094
2023
Q1 		$3.99M Sell
46,300
-114,500
-71% -$8.72M 0.02% 808
2022
Q4 		$11M Buy
160,800
+82,100
+104% +$4.69M 0.07% 363
2022
Q3 		$4.48M Buy
78,700
+11,200
+17% +$964K 0.04% 581
2022
Q2 		$6.1M Buy
+67,500
New +$7.29M 0.06% 457
2021
Q1 		– Sell
-10,100
Closed -$2.57M – 1526
2020
Q4 		$2.57M Sell
10,100
-13,100
-56% -$3.11M 0.02% 705
2020
Q3 		$4.96M Buy
+23,200
New +$4.84M 0.06% 349
2020
Q2 		– Sell
-7,300
Closed -$892K – 1413
2020
Q1 		$892K Sell
7,300
-43,900
-86% -$5.51M 0.01% 833
2019
Q4 		$5.91M Sell
51,200
-32,400
-39% -$3.73M 0.05% 486
2019
Q3 		$8.23M Buy
83,600
+59,000
+240% +$7.37M 0.07% 336
2019
Q2 		$3.04M Buy
+24,600
New +$2.67M 0.03% 682
2019
Q1 		– Sell
-12,200
Closed -$778K – 1977
2018
Q4 		$778K Sell
12,200
-101,500
-89% -$6.02M 0.01% 1194
2018
Q3 		$8M Buy
+113,700
New +$6.77M 0.04% 571

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 730 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.
  • 730 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.