CIBC Private Wealth Group
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CIBC Private Wealth Group’s Okta OKTA Stock Holding History

CIBC Private Wealth Group’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 		$2.93M Buy
33,854
+33,127
+4,557% +$2.89M ﹤0.01% 510
2025
Q3 		$66.7K Buy
727
+575
+378% +$53.7K ﹤0.01% 1664
2025
Q2 		$15.2K Sell
152
-311
-67% -$33.2K ﹤0.01% 2114
2025
Q1 		$42.3K Sell
463
-61,946
-99% -$6.05M ﹤0.01% 1684
2024
Q4 		$5.33M Buy
62,409
+35,409
+131% +$2.74M 0.01% 413
2024
Q3 		$2.01M Buy
27,000
+26,576
+6,268% +$2.32M ﹤0.01% 568
2024
Q2 		$41.6K Sell
424
-140
-25% -$13.3K ﹤0.01% 1747
2024
Q1 		$58.4K Buy
+564
New +$52K ﹤0.01% 1611
2023
Q2 		– Sell
-37,554
Closed -$2.39M – 908
2023
Q1 		$2.39M Sell
37,554
-3,345
-8% -$255K 0.01% 487
2022
Q4 		$2.79M Buy
+40,899
New +$2.34M 0.01% 383
2022
Q3 		– Sell
-40
Closed -$4K – 1110
2022
Q2 		$4K Buy
40
+2
+5% +$216 ﹤0.01% 1129
2022
Q1 		$6K Buy
+38
New +$6.81K ﹤0.01% 1179
2018
Q3 		– Sell
-450
Closed -$23K – 1469
2018
Q2 		$23K Buy
450
+150
+50% +$7.14K ﹤0.01% 1365
2018
Q1 		$12K Buy
+300
New +$10K ﹤0.01% 1492

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIBC Private Wealth Group's OKTA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Okta (OKTA) stake by 4,557% in Q4 2025, buying an estimated $2.89M and bringing the position to 33,854 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #510.

CIBC Private Wealth Group first reported a position in OKTA in Q1 2018 and has held it in 14 quarters since. The position peaked at $5.33M in Q4 2024. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • CIBC Private Wealth Group held 33,854 shares of Okta worth $2.93M as of Q4 2025.
  • CIBC Private Wealth Group bought 33,127 Okta shares in Q4 2025, an estimated $2.89M.
  • Okta made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #510 holding.
  • CIBC Private Wealth Group first reported a position in Okta in Q1 2018 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Okta position peaked at $5.33M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.