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CIBC World Markets’s Okta OKTA Stock Holding History

CIBC World Markets’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 		$505K Buy
+5,845
New +$510K ﹤0.01% 828
2025
Q2 		$690K Sell
6,905
-557
-7% -$59.5K ﹤0.01% 748
2025
Q1 		$785K Buy
7,462
+112
+2% +$10.9K 0.01% 783
2024
Q4 		$579K Sell
7,350
-2,029
-22% -$157K ﹤0.01% 694
2024
Q3 		$697K Buy
9,379
+746
+9% +$65.2K 0.01% 651
2024
Q2 		$808K Buy
8,633
+2,162
+33% +$205K 0.01% 613
2024
Q1 		$677K Buy
6,471
+2,104
+48% +$194K ﹤0.01% 687
2023
Q4 		$395K Buy
+4,367
New +$333K ﹤0.01% 675
2022
Q3 		– Sell
-8,400
Closed -$759K – 611
2022
Q2 		$759K Buy
8,400
+4,100
+95% +$443K 0.01% 566
2022
Q1 		$649K Buy
4,300
+1,070
+33% +$192K 0.01% 574
2021
Q4 		$724K Sell
3,230
-2,425
-43% -$578K ﹤0.01% 506
2021
Q3 		$1.34M Buy
5,655
+4,300
+317% +$1.07M 0.01% 473
2021
Q2 		$332K Sell
1,355
-3,283
-71% -$792K ﹤0.01% 606
2021
Q1 		$1.02M Sell
4,638
-6,086
-57% -$1.53M 0.01% 602
2020
Q4 		$2.73M Buy
+10,724
New +$2.55M 0.01% 504

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 World Markets's OKTA Position: Q4 2025 in Review

CIBC World Markets opened a new position in Okta (OKTA) in Q4 2025: 5,845 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in OKTA as recently as Q2 2025.

CIBC World Markets first reported a position in OKTA in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.73M in Q4 2020. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • CIBC World Markets held 5,845 shares of Okta worth $505K as of Q4 2025.
  • Okta was a new CIBC World Markets position in Q4 2025.
  • Okta made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #828 holding.
  • CIBC World Markets first reported a position in Okta in Q4 2020 and has held it in 15 quarters since.
  • CIBC World Markets's Okta position peaked at $2.73M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.