Cedar Mountain Advisors
OKTA icon

Cedar Mountain Advisors’s Okta OKTA Stock Holding History

Cedar Mountain 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 		$1.05K Hold
5
– – ﹤0.01% 905
2026
Q2 		$682 Hold
5
– – ﹤0.01% 999
2026
Q1 		$394 Hold
5
– – ﹤0.01% 1041
2025
Q4 		$432 Hold
5
– – ﹤0.01% 620
2025
Q3 		$459 Buy
+5
New +$467 ﹤0.01% 613

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cedar Mountain Advisors's OKTA Position: Q3 2026 in Review

Cedar Mountain Advisors held its Okta (OKTA) position steady in Q3 2026 at 5 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Cedar Mountain Advisors first reported a position in OKTA in Q3 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Cedar Mountain Advisors held 5 shares of Okta worth $1.05K as of Q3 2026.
  • Cedar Mountain Advisors left its Okta share count unchanged in Q3 2026.
  • Okta made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #905 holding.
  • Cedar Mountain Advisors first reported a position in Okta in Q3 2025 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.