CI Investments Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,837
| Closed | -$245K | – | 664 |
|
|
2025
Q4 | $245K | Buy |
2,837
+774
| +38% | +$67.5K | ﹤0.01% | 596 |
|
|
2025
Q3 | $189K | Buy |
2,063
+270
| +15% | +$25.2K | ﹤0.01% | 726 |
|
|
2025
Q2 | $179K | Buy |
1,793
+34
| +2% | +$3.63K | ﹤0.01% | 736 |
|
|
2025
Q1 | $185K | Sell |
1,759
-1,437
| -45% | -$140K | ﹤0.01% | 751 |
|
|
2024
Q4 | $252K | Buy |
3,196
+1,832
| +134% | +$142K | ﹤0.01% | 667 |
|
|
2024
Q3 | $101K | Buy |
1,364
+145
| +12% | +$12.7K | ﹤0.01% | 853 |
|
|
2024
Q2 | $114K | Sell |
1,219
-92
| -7% | -$8.71K | ﹤0.01% | 776 |
|
|
2024
Q1 | $137K | Sell |
1,311
-4,337
| -77% | -$400K | ﹤0.01% | 803 |
|
|
2023
Q4 | $511K | Buy |
5,648
+702
| +14% | +$53.6K | ﹤0.01% | 448 |
|
|
2023
Q3 | $403K | Sell |
4,946
-381
| -7% | -$28.9K | ﹤0.01% | 475 |
|
|
2023
Q2 | $369K | Sell |
5,327
-681
| -11% | -$51.7K | ﹤0.01% | 518 |
|
|
2023
Q1 | $518K | Buy |
6,008
+80
| +1% | +$6.09K | ﹤0.01% | 428 |
|
|
2022
Q4 | $405K | Buy |
5,928
+1,278
| +27% | +$73K | ﹤0.01% | 472 |
|
|
2022
Q3 | $264K | Buy |
4,650
+441
| +10% | +$37.9K | ﹤0.01% | 533 |
|
|
2022
Q2 | $380K | Buy |
4,209
+4,021
| +2,139% | +$434K | ﹤0.01% | 501 |
|
|
2022
Q1 | $28K | Buy |
188
+170
| +944% | +$30.5K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q3 | $4K | Buy |
+18
| New | +$4.47K | ﹤0.01% | 1098 |
|
|
2020
Q4 | – | Sell |
-1,396
| Closed | -$299K | – | 1015 |
|
|
2020
Q3 | $299K | Sell |
1,396
-19
| -1% | -$3.96K | ﹤0.01% | 504 |
|
|
2020
Q2 | $283K | Sell |
1,415
-21,140
| -94% | -$3.59M | ﹤0.01% | 483 |
|
|
2020
Q1 | $2.76M | Buy |
+22,555
| New | +$2.83M | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-26,202
| Closed | -$3.24M | – | 603 |
|
|
2019
Q2 | $3.24M | Sell |
26,202
-26,807
| -51% | -$2.91M | 0.02% | 241 |
|
|
2019
Q1 | $4.38M | Hold |
53,009
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $3.38M | Hold |
53,009
| – | – | 0.02% | 235 |
|
|
2018
Q3 | $3.73M | Hold |
53,009
| – | – | 0.03% | 222 |
|
|
2018
Q2 | $2.67M | Buy |
+53,009
| New | +$2.52M | 0.02% | 222 |
|
|
2018
Q1 | – | Sell |
-7,500
| Closed | -$192K | – | 214 |
|
|
2017
Q4 | $192K | Hold |
7,500
| – | – | ﹤0.01% | 182 |
|
|
2017
Q3 | $212K | Hold |
7,500
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $171K | Buy |
+7,500
| New | +$185K | ﹤0.01% | 169 |
|
Other funds holding OKTA
VPM
VCM
CI Investments Inc's OKTA Position: Q1 2026 in Review
CI Investments Inc sold out of Okta (OKTA) in Q1 2026, closing a stake of 2,837 shares — an estimated $245K sold.
CI Investments Inc first reported a position in OKTA in Q2 2017 and held it in 29 quarters. The position peaked at $4.38M in Q1 2019. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- CI Investments Inc reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
- CI Investments Inc sold 2,837 Okta shares in Q1 2026, an estimated $245K.
- CI Investments Inc first reported a position in Okta in Q2 2017 and held it in 29 quarters.
- CI Investments Inc's Okta position peaked at $4.38M in Q1 2019.
- 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.