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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
Q3 		$326K Sell
1,560
-236
-13% -$37.4K 0.02% 238
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Capital Performance Advisors's OKTA Position: Q3 2026 in Review

Capital Performance Advisors reduced its Okta (OKTA) stake by 13% in Q3 2026, selling an estimated $37.4K and leaving 1,560 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #238.

Capital Performance Advisors first reported a position in OKTA in Q3 2024 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Capital Performance Advisors held 1,560 shares of Okta worth $326K as of Q3 2026.
  • Capital Performance Advisors sold 236 Okta shares in Q3 2026, an estimated $37.4K.
  • Okta made up 0.02% of Capital Performance Advisors's portfolio in Q3 2026, its #238 holding.
  • Capital Performance Advisors first reported a position in Okta in Q3 2024 and has held it in 4 quarters since.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.