Creative Planning’s Okta OKTA Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-100	Closed	-$4.06K	–	2998
2023 Q2	$4.06K	Hold	100	–	–	﹤0.01%	2577
2023 Q1	$5.81K	Buy	+100	New	+$7.61K	﹤0.01%	2482
2021 Q2	–	Sell	-1,100	Closed	-$71K	–	2434
2021 Q1	$71K	Buy	1,100 +400	+57%	+$101K	﹤0.01%	2305
2020 Q4	$99K	Buy	700 +200	+40%	+$47.5K	﹤0.01%	2030
2020 Q3	$53K	Hold	500	–	–	﹤0.01%	1897
2020 Q2	$48K	Hold	500	–	–	﹤0.01%	1769
2020 Q1	$16K	Buy	+500	New	+$62.7K	﹤0.01%	1744
2019 Q3	–	Sell	-700	Closed	-$28K	–	2072
2019 Q2	$28K	Sell	700 -100	-13%	-$10.9K	﹤0.01%	1863
2019 Q1	$8K	Sell	800 -300	-27%	-$23.7K	﹤0.01%	1895
2018 Q4	$11K	Buy	+1,100	New	+$65.2K	﹤0.01%	1825

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's OKTA Position: Q1 2026 in Review

Creative Planning reduced its Okta (OKTA) stake by 68% in Q1 2026, selling an estimated $6.42M and leaving 35,599 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Creative Planning first reported a position in OKTA in Q2 2018 and has held it in 32 quarters since. The position peaked at $27.9M in Q4 2020. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Creative Planning held 35,599 shares of Okta worth $2.8M as of Q1 2026.
Creative Planning sold 77,366 Okta shares in Q1 2026, an estimated $6.42M.
Okta made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1637 holding.
Creative Planning first reported a position in Okta in Q2 2018 and has held it in 32 quarters since.
Creative Planning's Okta position peaked at $27.9M in Q4 2020.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.