Capstone Investment Advisors
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Capstone Investment Advisors’s Okta OKTA Stock Holding History

Capstone Investment 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
Q1 		$1.18M Buy
+15,000
New +$1.24M ﹤0.01% 802
2021
Q4 		– Sell
-16,000
Closed -$3.8M – 2024
2021
Q3 		$3.8M Buy
16,000
+5,100
+47% +$1.27M 0.01% 941
2021
Q2 		$2.67M Buy
10,900
+10,400
+2,080% +$2.51M 0.01% 930
2021
Q1 		$110K Buy
+500
New +$126K ﹤0.01% 1510

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Capstone Investment Advisors's OKTA Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Okta (OKTA) in Q2 2024, closing a stake of 5,940 shares — an estimated $621K sold.

Capstone Investment Advisors first reported a position in OKTA in Q1 2021 and held it in 4 quarters. The position peaked at $621K in Q1 2024. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,940 Okta shares in Q2 2024, an estimated $621K.
  • Capstone Investment Advisors first reported a position in Okta in Q1 2021 and held it in 4 quarters.
  • Capstone Investment Advisors's Okta position peaked at $621K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.