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 		$1.83M Sell
23,200
-53,700
-70% -$4.46M 0.01% 1404
2025
Q4 		$6.65M Buy
76,900
+20,200
+36% +$1.76M 0.02% 1029
2025
Q3 		$5.2M Buy
56,700
+34,400
+154% +$3.21M 0.01% 1225
2025
Q2 		$2.23M Buy
22,300
+10,300
+86% +$1.1M 0.01% 1615
2025
Q1 		$1.26M Sell
12,000
-20,400
-63% -$1.99M ﹤0.01% 1583
2024
Q4 		$2.55M Buy
+32,400
New +$2.51M 0.01% 1389
2024
Q3 		– Sell
-10,200
Closed -$955K – 2103
2024
Q2 		$955K Sell
10,200
-3,700
-27% -$350K ﹤0.01% 1615
2024
Q1 		$1.45M Sell
13,900
-26,300
-65% -$2.43M ﹤0.01% 1583
2023
Q4 		$3.64M Sell
40,200
-16,800
-29% -$1.28M 0.01% 1249
2023
Q3 		$4.65M Sell
57,000
-2,000
-3% -$152K 0.02% 974
2023
Q2 		$4.09M Sell
59,000
-30,800
-34% -$2.34M 0.02% 931
2023
Q1 		$7.74M Sell
89,800
-303,000
-77% -$23.1M 0.04% 571
2022
Q4 		$26.8M Buy
392,800
+164,700
+72% +$9.4M 0.18% 150
2022
Q3 		$13M Sell
228,100
-40,100
-15% -$3.45M 0.1% 259
2022
Q2 		$24.2M Buy
+268,200
New +$29M 0.22% 105
2021
Q1 		– Sell
-17,100
Closed -$4.35M – 1527
2020
Q4 		$4.35M Sell
17,100
-6,400
-27% -$1.52M 0.04% 513
2020
Q3 		$5.03M Buy
+23,500
New +$4.9M 0.06% 344
2020
Q1 		– Sell
-65,400
Closed -$7.54M – 1896
2019
Q4 		$7.54M Sell
65,400
-5,900
-8% -$679K 0.06% 423
2019
Q3 		$7.02M Buy
71,300
+65,700
+1,173% +$8.21M 0.06% 378
2019
Q2 		$692K Buy
+5,600
New +$608K 0.01% 1121
2019
Q1 		– Sell
-9,000
Closed -$574K – 1978
2018
Q4 		$574K Sell
9,000
-75,700
-89% -$4.49M 0.01% 1314
2018
Q3 		$5.96M Buy
+84,700
New +$5.04M 0.03% 690

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.