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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
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

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

Creekside Partners's OKTA Position: Q2 2026 in Review

Creekside Partners reduced its Okta (OKTA) stake by 3.2% in Q2 2026, selling an estimated $8.09K and leaving 2,582 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #145.

Creekside Partners first reported a position in OKTA in Q2 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Creekside Partners held 2,582 shares of Okta worth $352K as of Q2 2026.
  • Creekside Partners sold 86 Okta shares in Q2 2026, an estimated $8.09K.
  • Okta made up 0.13% of Creekside Partners's portfolio in Q2 2026, its #145 holding.
  • Creekside Partners first reported a position in Okta in Q2 2024 and has held it in 8 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.