Creative Planning’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6M | Buy |
43,953
+8,354
| +23% | +$786K | ﹤0.01% | 1265 |
|
|
2026
Q1 | $2.8M | Sell |
35,599
-77,366
| -68% | -$6.42M | ﹤0.01% | 1637 |
|
|
2025
Q4 | $9.77M | Buy |
112,965
+31,933
| +39% | +$2.79M | 0.01% | 632 |
|
|
2025
Q3 | $7.43M | Sell |
81,032
-126,296
| -61% | -$11.8M | 0.01% | 691 |
|
|
2025
Q2 | $20.7M | Buy |
207,328
+119,580
| +136% | +$12.8M | 0.02% | 330 |
|
|
2025
Q1 | $9.23M | Buy |
87,748
+9,404
| +12% | +$919K | 0.01% | 508 |
|
|
2024
Q4 | $6.17M | Sell |
78,344
-8,337
| -10% | -$646K | 0.01% | 592 |
|
|
2024
Q3 | $6.44M | Buy |
86,681
+75,290
| +661% | +$6.58M | 0.01% | 564 |
|
|
2024
Q2 | $1.07M | Sell |
11,391
-434
| -4% | -$41.1K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $1.24M | Buy |
11,825
+1,594
| +16% | +$147K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $926K | Sell |
10,231
-31,408
| -75% | -$2.4M | ﹤0.01% | 1278 |
|
|
2023
Q3 | $3.39M | Buy |
41,639
+505
| +1% | +$38.3K | ﹤0.01% | 651 |
|
|
2023
Q2 | $2.85M | Sell |
41,134
-797
| -2% | -$60.5K | ﹤0.01% | 685 |
|
|
2023
Q1 | $3.62M | Buy |
41,931
+206
| +0.5% | +$15.7K | 0.01% | 585 |
|
|
2022
Q4 | $2.85M | Buy |
41,725
+841
| +2% | +$48K | ﹤0.01% | 636 |
|
|
2022
Q3 | $2.33M | Buy |
40,884
+935
| +2% | +$80.4K | ﹤0.01% | 651 |
|
|
2022
Q2 | $3.61M | Buy |
39,949
+31,808
| +391% | +$3.43M | 0.01% | 541 |
|
|
2022
Q1 | $1.23M | Sell |
8,141
-1,523
| -16% | -$273K | ﹤0.01% | 894 |
|
|
2021
Q4 | $2.17M | Sell |
9,664
-24,707
| -72% | -$5.89M | ﹤0.01% | 664 |
|
|
2021
Q3 | $8.16M | Sell |
34,371
-319
| -0.9% | -$79.2K | 0.01% | 299 |
|
|
2021
Q2 | $8.49M | Sell |
34,690
-74,171
| -68% | -$17.9M | 0.02% | 295 |
|
|
2021
Q1 | $24M | Sell |
108,861
-956
| -0.9% | -$240K | 0.05% | 152 |
|
|
2020
Q4 | $27.9M | Buy |
109,817
+1,452
| +1% | +$345K | 0.06% | 126 |
|
|
2020
Q3 | $23.2M | Buy |
108,365
+6,117
| +6% | +$1.28M | 0.06% | 126 |
|
|
2020
Q2 | $20.5M | Sell |
102,248
-293
| -0.3% | -$49.7K | 0.06% | 120 |
|
|
2020
Q1 | $12.5M | Buy |
102,541
+1,267
| +1% | +$159K | 0.04% | 142 |
|
|
2019
Q4 | $11.7M | Sell |
101,274
-16
| -0% | -$1.84K | 0.04% | 167 |
|
|
2019
Q3 | $9.97M | Sell |
101,290
-1,952
| -2% | -$244K | 0.03% | 176 |
|
|
2019
Q2 | $12.8M | Buy |
103,242
+484
| +0.5% | +$52.5K | 0.04% | 151 |
|
|
2019
Q1 | $8.5M | Sell |
102,758
-3,428
| -3% | -$271K | 0.03% | 188 |
|
|
2018
Q4 | $6.78M | Sell |
106,186
-820
| -0.8% | -$48.6K | 0.03% | 198 |
|
|
2018
Q3 | $7.53M | Buy |
107,006
+102,695
| +2,382% | +$6.12M | 0.03% | 204 |
|
|
2018
Q2 | $217K | Buy |
+4,311
| New | +$205K | ﹤0.01% | 1595 |
|
Other funds holding OKTA
Creative Planning's OKTA Position: Q2 2026 in Review
Creative Planning increased its Okta (OKTA) stake by 23% in Q2 2026, buying an estimated $786K and bringing the position to 43,953 shares worth $6M. The position accounts for ﹤0.01% of the portfolio, ranked #1265.
Creative Planning first reported a position in OKTA in Q2 2018 and has held it in 33 quarters since. The position peaked at $27.9M in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.
- Creative Planning held 43,953 shares of Okta worth $6M as of Q2 2026.
- Creative Planning bought 8,354 Okta shares in Q2 2026, an estimated $786K.
- Okta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1265 holding.
- Creative Planning first reported a position in Okta in Q2 2018 and has held it in 33 quarters since.
- Creative Planning's Okta position peaked at $27.9M in Q4 2020.
- 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.