Cornerstone Planning Group’s Okta OKTA Stock Holding History

Cornerstone Planning 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
2026 Q3	–	Sell	-14	Closed	-$1.91K	–	1200
2026 Q2	$1.91K	Hold	14	–	–	﹤0.01%	1342
2026 Q1	$1.09K	Buy	14 +11	+367%	+$913	﹤0.01%	1442
2025 Q4	$272	Sell	3 -13	-81%	-$1.13K	﹤0.01%	1620
2025 Q3	$2.2K	Buy	16 +10	+167%	+$934	﹤0.01%	1140
2025 Q2	$576	Sell	6 -4	-40%	-$427	﹤0.01%	1255
2025 Q1	$983	Buy	10 +7	+233%	+$684	﹤0.01%	1135
2024 Q4	$273	Hold	3	–	–	﹤0.01%	1300
2024 Q3	$221	Hold	3	–	–	﹤0.01%	1227
2024 Q2	$249	Hold	3	–	–	﹤0.01%	1168
2024 Q1	$290	Hold	3	–	–	﹤0.01%	995
2023 Q4	$272	Hold	3	–	–	﹤0.01%	837
2023 Q3	$245	Buy	+3	New	+$227	﹤0.01%	998

Other funds holding OKTA

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cornerstone Planning Group's OKTA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Okta (OKTA) in Q3 2026, closing a stake of 14 shares — an estimated $1.91K sold.

Cornerstone Planning Group first reported a position in OKTA in Q3 2023 and held it in 12 quarters. The position peaked at $2.2K in Q3 2025. 198 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Cornerstone Planning Group reported no remaining Okta position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 14 Okta shares in Q3 2026, an estimated $1.91K.
Cornerstone Planning Group first reported a position in Okta in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's Okta position peaked at $2.2K in Q3 2025.
198 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.