Creative Planning
OKTA icon

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
2021
Q1 		– Sell
-500
Closed -$2K – 2691
2020
Q4 		$2K Buy
+500
New +$119K ﹤0.01% 2306

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

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.