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CBIZ Investment Advisory Services’s Okta OKTA Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q4 		– Sell
-8
Closed -$734 – 789
2025
Q3 		$734 Sell
8
-14
-64% -$1.31K ﹤0.01% 625
2025
Q2 		$2.2K Buy
22
+8
+57% +$854 ﹤0.01% 534
2025
Q1 		$1.47K Buy
+14
New +$1.37K ﹤0.01% 507
2024
Q4 		– Sell
-17
Closed -$1.26K – 497
2024
Q3 		$1.26K Hold
17
– – ﹤0.01% 364
2024
Q2 		$1.59K Buy
+17
New +$1.61K ﹤0.01% 342

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CBIZ Investment Advisory Services's OKTA Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Okta (OKTA) in Q4 2025, closing a stake of 8 shares — an estimated $734 sold.

CBIZ Investment Advisory Services first reported a position in OKTA in Q2 2024 and held it in 5 quarters. The position peaked at $2.2K in Q2 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 8 Okta shares in Q4 2025, an estimated $734.
  • CBIZ Investment Advisory Services first reported a position in Okta in Q2 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Okta position peaked at $2.2K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.