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Capital Performance Advisors’s Okta OKTA Stock Holding History

Capital Performance Advisors’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
Q2 		$245K Buy
+1,796
New +$169K 0.02% 259
2025
Q2 		– Sell
-1,954
Closed -$206K – 304
2025
Q1 		$206K Buy
+1,954
New +$191K 0.05% 239
2024
Q4 		– Sell
-196
Closed -$14.5K – 1872
2024
Q3 		$14.5K Buy
+196
New +$17.1K ﹤0.01% 697

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 $3.37T AUM 44.26% 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 Performance Advisors's OKTA Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,796 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in OKTA as recently as Q1 2025.

Capital Performance Advisors first reported a position in OKTA in Q3 2024 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Capital Performance Advisors held 1,796 shares of Okta worth $245K as of Q2 2026.
  • Okta was a new Capital Performance Advisors position in Q2 2026.
  • Okta made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #259 holding.
  • Capital Performance Advisors first reported a position in Okta in Q3 2024 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.