Creekside Partners’s Okta OKTA Stock Holding History

Creekside Partners’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	$220K	Sell	1,054 -1,528	-59%	-$242K	0.08%	179
2026 Q2	$352K	Sell	2,582 -86	-3%	-$8.09K	0.13%	145
2026 Q1	$210K	Hold	2,668	–	–	0.09%	178
2025 Q4	$231K	Hold	2,668	–	–	0.1%	166
2025 Q3	$245K	Hold	2,668	–	–	0.11%	157
2025 Q2	$267K	Buy	2,668 +2	+0.1%	+$214	0.13%	143
2025 Q1	$281K	Hold	2,666	–	–	0.15%	137
2024 Q4	$210K	Buy	+2,666	New	+$207K	0.11%	157
2024 Q3	–	Sell	-2,666	Closed	-$250K	–	168
2024 Q2	$250K	Buy	+2,666	New	+$252K	0.14%	142

Other funds holding OKTA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AHT

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creekside Partners's OKTA Position: Q3 2026 in Review

Creekside Partners reduced its Okta (OKTA) stake by 59% in Q3 2026, selling an estimated $242K and leaving 1,054 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #179.

Creekside Partners first reported a position in OKTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $352K in Q2 2026. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Creekside Partners held 1,054 shares of Okta worth $220K as of Q3 2026.
Creekside Partners sold 1,528 Okta shares in Q3 2026, an estimated $242K.
Okta made up 0.08% of Creekside Partners's portfolio in Q3 2026, its #179 holding.
Creekside Partners first reported a position in Okta in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's Okta position peaked at $352K in Q2 2026.
479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.