CAM
OKTA icon

Cresset Asset Management’s Okta OKTA Stock Holding History

Cresset Asset Management’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 		$1.23M Buy
+9,025
New +$849K ﹤0.01% 831
2026
Q1 		– Sell
-2,329
Closed -$201K – 1747
2025
Q4 		$201K Buy
+2,329
New +$203K ﹤0.01% 1493
2025
Q2 		– Sell
-6,255
Closed -$658K – 1675
2025
Q1 		$658K Sell
6,255
-923
-13% -$90.2K ﹤0.01% 938
2024
Q4 		$566K Sell
7,178
-26,713
-79% -$2.07M ﹤0.01% 1029
2024
Q3 		$2.52M Buy
33,891
+1,238
+4% +$108K 0.01% 689
2024
Q2 		$3.06M Buy
32,653
+443
+1% +$41.9K 0.01% 558
2024
Q1 		$3.37M Sell
32,210
-332
-1% -$30.6K 0.02% 462
2023
Q4 		$2.95M Sell
32,542
-358
-1% -$27.3K 0.02% 445
2023
Q3 		$2.68M Sell
32,900
-1,048
-3% -$79.5K 0.01% 458
2023
Q2 		$2.35M Buy
+33,948
New +$2.58M ﹤0.01% 601
2022
Q4 		– Sell
-26,642
Closed -$1.51M – 841
2022
Q3 		$1.51M Sell
26,642
-1,425
-5% -$123K 0.02% 261
2022
Q2 		$2.54M Sell
28,067
-5,271
-16% -$569K 0.03% 194
2022
Q1 		$5.03M Buy
33,338
+29,927
+877% +$5.36M 0.05% 126
2021
Q4 		$764K Sell
3,411
-1,401
-29% -$334K 0.01% 538
2021
Q3 		$1.14M Buy
4,812
+9
+0.2% +$2.23K 0.02% 356
2021
Q2 		$1.18M Buy
4,803
+263
+6% +$63.5K 0.02% 314
2021
Q1 		$1M Buy
4,540
+543
+14% +$136K 0.02% 304
2020
Q4 		$1.02M Buy
3,997
+101
+3% +$24K 0.02% 243
2020
Q3 		$833K Sell
3,896
-411
-10% -$85.7K 0.02% 261
2020
Q2 		$862K Sell
4,307
-5,007
-54% -$850K 0.02% 235
2020
Q1 		$1.14M Sell
9,314
-20,161
-68% -$2.53M 0.03% 175
2019
Q4 		$3.4M Buy
29,475
+25,424
+628% +$2.93M 0.09% 100
2019
Q3 		$399K Buy
4,051
+1,054
+35% +$132K 0.01% 307
2019
Q2 		$370K Sell
2,997
-529
-15% -$57.4K 0.01% 296
2019
Q1 		$292K Buy
3,526
+3,199
+978% +$253K 0.01% 279
2018
Q4 		$21K Buy
+327
New +$19.4K ﹤0.01% 701

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 $3.38T AUM 44.17% 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

Cresset Asset Management's OKTA Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Okta (OKTA) in Q2 2026: 9,025 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in OKTA as recently as Q4 2025.

Cresset Asset Management first reported a position in OKTA in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.03M in Q1 2022. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Cresset Asset Management held 9,025 shares of Okta worth $1.23M as of Q2 2026.
  • Okta was a new Cresset Asset Management position in Q2 2026.
  • Okta made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #831 holding.
  • Cresset Asset Management first reported a position in Okta in Q4 2018 and has held it in 26 quarters since.
  • Cresset Asset Management's Okta position peaked at $5.03M in Q1 2022.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.