Creative Planning
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
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.