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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
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

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

Creekside Partners's OKTA Position: Q1 2026 in Review

Creekside Partners held its Okta (OKTA) position steady in Q1 2026 at 2,668 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #178.

Creekside Partners first reported a position in OKTA in Q2 2024 and has held it in 7 quarters since. The position peaked at $281K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Creekside Partners held 2,668 shares of Okta worth $210K as of Q1 2026.
  • Creekside Partners left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.09% of Creekside Partners's portfolio in Q1 2026, its #178 holding.
  • Creekside Partners first reported a position in Okta in Q2 2024 and has held it in 7 quarters since.
  • Creekside Partners's Okta position peaked at $281K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.