Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Okta OKTA Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		– Sell
-75,792
Closed -$5.97M – 1746
2026
Q1 		$5.97M Sell
75,792
-83,177
-52% -$6.9M 0.01% 632
2025
Q4 		$13.7M Sell
158,969
-188,771
-54% -$16.5M 0.04% 378
2025
Q3 		$31.9M Sell
347,740
-98,317
-22% -$9.18M 0.1% 189
2025
Q2 		$44.6M Sell
446,057
-73,014
-14% -$7.8M 0.16% 123
2025
Q1 		$54.6M Sell
519,071
-49,726
-9% -$4.86M 0.24% 75
2024
Q4 		$44.8M Buy
568,797
+210,615
+59% +$16.3M 0.2% 85
2024
Q3 		$26.6M Buy
358,182
+184,107
+106% +$16.1M 0.13% 127
2024
Q2 		$16.3M Sell
174,075
-50,013
-22% -$4.73M 0.07% 212
2024
Q1 		$23.4M Buy
224,088
+117,812
+111% +$10.9M 0.1% 182
2023
Q4 		$9.62M Buy
106,276
+24,642
+30% +$1.88M 0.04% 282
2023
Q3 		$6.65M Buy
+81,634
New +$6.19M 0.03% 325
2023
Q2 		– Sell
-9,491
Closed -$819K – 1436
2023
Q1 		$819K Buy
+9,491
New +$723K ﹤0.01% 767
2022
Q4 		– Sell
-26,943
Closed -$1.53M – 1371
2022
Q3 		$1.53M Buy
26,943
+7,170
+36% +$617K 0.01% 561
2022
Q2 		$1.79M Sell
19,773
-58,109
-75% -$6.28M 0.01% 493
2022
Q1 		$11.8M Buy
77,882
+71,115
+1,051% +$12.7M 0.06% 206
2021
Q4 		$1.52M Buy
6,767
+504
+8% +$120K 0.01% 595
2021
Q3 		$1.49M Buy
6,263
+758
+14% +$188K 0.01% 573
2021
Q2 		$1.35M Sell
5,505
-7,749
-58% -$1.87M 0.01% 629
2021
Q1 		$2.92M Buy
13,254
+6,842
+107% +$1.72M 0.02% 470
2020
Q4 		$1.63M Buy
+6,412
New +$1.52M 0.01% 551
2020
Q1 		– Sell
-29,850
Closed -$3.44M – 1125
2019
Q4 		$3.44M Buy
+29,850
New +$3.44M 0.02% 331

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s OKTA Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Okta (OKTA) in Q2 2026, closing a stake of 75,792 shares — an estimated $5.97M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OKTA in Q4 2019 and held it in 21 quarters. The position peaked at $54.6M in Q1 2025. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 75,792 Okta shares in Q2 2026, an estimated $5.97M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Okta in Q4 2019 and held it in 21 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Okta position peaked at $54.6M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.