Coastal Bridge Advisors’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 | $239K | Sell |
3,034
-186
| -6% | -$15.4K | 0.02% | 404 |
|
|
2025
Q4 | $278K | Buy |
3,220
+56
| +2% | +$4.89K | 0.02% | 379 |
|
|
2025
Q3 | $290K | Sell |
3,164
-131
| -4% | -$12.2K | 0.02% | 369 |
|
|
2025
Q2 | $329K | Buy |
+3,295
| New | +$352K | 0.03% | 342 |
|
|
2025
Q1 | – | Sell |
-9,519
| Closed | -$750K | – | 357 |
|
|
2024
Q4 | $750K | Hold |
9,519
| – | – | 0.19% | 74 |
|
|
2024
Q3 | $708K | Hold |
9,519
| – | – | 0.18% | 74 |
|
|
2024
Q2 | $891K | Hold |
9,519
| – | – | 0.22% | 68 |
|
|
2024
Q1 | $996K | Sell |
9,519
-90
| -0.9% | -$8.3K | 0.23% | 67 |
|
|
2023
Q4 | $870K | Hold |
9,609
| – | – | 0.22% | 70 |
|
|
2023
Q3 | $783K | Hold |
9,609
| – | – | 0.21% | 74 |
|
|
2023
Q2 | $666K | Hold |
9,609
| – | – | 0.16% | 76 |
|
|
2023
Q1 | $829K | Hold |
9,609
| – | – | 0.21% | 64 |
|
|
2022
Q4 | $657K | Buy |
9,609
+4,027
| +72% | +$230K | 0.19% | 73 |
|
|
2022
Q3 | $317K | Hold |
5,582
| – | – | 0.09% | 115 |
|
|
2022
Q2 | $505K | Hold |
5,582
| – | – | 0.16% | 81 |
|
|
2022
Q1 | $843K | Sell |
5,582
-5,992
| -52% | -$1.07M | 0.19% | 63 |
|
|
2021
Q4 | $2.77M | Buy |
11,574
+6,082
| +111% | +$1.45M | 0.58% | 39 |
|
|
2021
Q3 | $1.3M | Hold |
5,492
| – | – | 0.3% | 50 |
|
|
2021
Q2 | $1.34M | Hold |
5,492
| – | – | 0.28% | 50 |
|
|
2021
Q1 | $1.21M | Sell |
5,492
-500
| -8% | -$126K | 0.22% | 47 |
|
|
2020
Q4 | $1.52M | Hold |
5,992
| – | – | 0.3% | 39 |
|
|
2020
Q3 | $1.28M | Hold |
5,992
| – | – | 0.39% | 38 |
|
|
2020
Q2 | $1.2M | Hold |
5,992
| – | – | 0.38% | 40 |
|
|
2020
Q1 | $733K | Hold |
5,992
| – | – | 0.27% | 52 |
|
|
2019
Q4 | $691K | Hold |
5,992
| – | – | 0.18% | 56 |
|
|
2019
Q3 | $590K | Hold |
5,992
| – | – | 0.2% | 66 |
|
|
2019
Q2 | $740K | Sell |
5,992
-10,155
| -63% | -$1.1M | 0.22% | 56 |
|
|
2019
Q1 | $1.34M | Sell |
16,147
-2,074
| -11% | -$164K | 0.47% | 34 |
|
|
2018
Q4 | $1.16M | Hold |
18,221
| – | – | 0.46% | 36 |
|
|
2018
Q3 | $1.28M | Buy |
18,221
+6,520
| +56% | +$388K | 0.49% | 33 |
|
|
2018
Q2 | $589K | Sell |
11,701
-10,701
| -48% | -$509K | 0.24% | 58 |
|
|
2018
Q1 | $893K | Buy |
22,402
+8,086
| +56% | +$270K | 0.32% | 42 |
|
|
2017
Q4 | $379K | Buy |
+14,316
| New | +$400K | 0.12% | 81 |
|
Other funds holding OKTA
VPM
VCM
Coastal Bridge Advisors's OKTA Position: Q1 2026 in Review
Coastal Bridge Advisors reduced its Okta (OKTA) stake by 5.8% in Q1 2026, selling an estimated $15.4K and leaving 3,034 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #404.
Coastal Bridge Advisors first reported a position in OKTA in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.77M in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Coastal Bridge Advisors held 3,034 shares of Okta worth $239K as of Q1 2026.
- Coastal Bridge Advisors sold 186 Okta shares in Q1 2026, an estimated $15.4K.
- Okta made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #404 holding.
- Coastal Bridge Advisors first reported a position in Okta in Q4 2017 and has held it in 33 quarters since.
- Coastal Bridge Advisors's Okta position peaked at $2.77M in Q4 2021.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.