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 Q3	$4.35M	Hold	20,800	–	–	0.33%	65
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Cullinan Associates's OKTA Position: Q3 2026 in Review

Cullinan Associates held its Okta (OKTA) position steady in Q3 2026 at 20,800 shares worth $4.35M. The position accounts for 0.33% of the portfolio, ranked #65.

Cullinan Associates first reported a position in OKTA in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.55M in Q4 2020. 585 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Cullinan Associates held 20,800 shares of Okta worth $4.35M as of Q3 2026.
Cullinan Associates left its Okta share count unchanged in Q3 2026.
Okta made up 0.33% of Cullinan Associates's portfolio in Q3 2026, its #65 holding.
Cullinan Associates first reported a position in Okta in Q2 2020 and has held it in 26 quarters since.
Cullinan Associates's Okta position peaked at $4.55M in Q4 2020.
585 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.