Cullinan Associates’s Okta OKTA Stock Holding History

Cullinan Associates’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	$2.84M	Sell	20,800 -7,500	-27%	-$705K	0.21%	80
2026 Q1	$2.23M	Hold	28,300	–	–	0.18%	88
2025 Q4	$2.45M	Hold	28,300	–	–	0.17%	94
2025 Q3	$2.6M	Hold	28,300	–	–	0.17%	96
2025 Q2	$2.83M	Sell	28,300 -6,150	-18%	-$657K	0.19%	92
2025 Q1	$3.62M	Sell	34,450 -450	-1%	-$44K	0.26%	82
2024 Q4	$2.75M	Hold	34,900	–	–	0.18%	94
2024 Q3	$2.59M	Buy	34,900 +20,900	+149%	+$1.83M	0.15%	106
2024 Q2	$1.31M	Hold	14,000	–	–	0.07%	130
2024 Q1	$1.46M	Hold	14,000	–	–	0.08%	130
2023 Q4	$1.27M	Hold	14,000	–	–	0.07%	135
2023 Q3	$1.14M	Hold	14,000	–	–	0.07%	140
2023 Q2	$971K	Hold	14,000	–	–	0.05%	161
2023 Q1	$1.21M	Hold	14,000	–	–	0.07%	145
2022 Q4	$957K	Hold	14,000	–	–	0.05%	162
2022 Q3	$796K	Sell	14,000 -1,300	-8%	-$112K	0.05%	154
2022 Q2	$1.38M	Buy	15,300 +900	+6%	+$97.2K	0.08%	128
2022 Q1	$2.17M	Hold	14,400	–	–	0.11%	119
2021 Q4	$3.23M	Hold	14,400	–	–	0.16%	112
2021 Q3	$3.42M	Sell	14,400 -3,500	-20%	-$869K	0.19%	100
2021 Q2	$4.38M	Hold	17,900	–	–	0.25%	95
2021 Q1	$3.95M	Hold	17,900	–	–	0.23%	101
2020 Q4	$4.55M	Sell	17,900 -2,500	-12%	-$594K	0.27%	87
2020 Q3	$4.36M	Hold	20,400	–	–	0.28%	86
2020 Q2	$4.08M	Buy	+20,400	New	+$3.46M	0.29%	89

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cullinan Associates's OKTA Position: Q2 2026 in Review

Cullinan Associates reduced its Okta (OKTA) stake by 27% in Q2 2026, selling an estimated $705K and leaving 20,800 shares worth $2.84M. The position accounts for 0.21% of the portfolio, ranked #80.

Cullinan Associates first reported a position in OKTA in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.55M in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Cullinan Associates held 20,800 shares of Okta worth $2.84M as of Q2 2026.
Cullinan Associates sold 7,500 Okta shares in Q2 2026, an estimated $705K.
Okta made up 0.21% of Cullinan Associates's portfolio in Q2 2026, its #80 holding.
Cullinan Associates first reported a position in Okta in Q2 2020 and has held it in 25 quarters since.
Cullinan Associates's Okta position peaked at $4.55M in Q4 2020.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.