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CVA Family Office’s Okta OKTA Stock Holding History

CVA Family Office’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 		$37.4K Buy
274
+39
+17% +$3.67K ﹤0.01% 658
2026
Q1 		$18.5K Buy
235
+97
+70% +$8.05K ﹤0.01% 818
2025
Q4 		$11.9K Buy
138
+7
+5% +$611 ﹤0.01% 769
2025
Q3 		$12K Sell
131
-44
-25% -$4.11K ﹤0.01% 771
2025
Q2 		$17.5K Sell
175
-23
-12% -$2.46K ﹤0.01% 718
2025
Q1 		$20.8K Buy
198
+71
+56% +$6.93K ﹤0.01% 677
2024
Q4 		$10K Sell
127
-23
-15% -$1.78K ﹤0.01% 791
2024
Q3 		$11.2K Buy
150
+40
+36% +$3.5K ﹤0.01% 742
2024
Q2 		$10.3K Buy
110
+5
+5% +$473 ﹤0.01% 739
2024
Q1 		$11K Hold
105
– – ﹤0.01% 732
2023
Q4 		$9.51K Buy
+105
New +$8.01K ﹤0.01% 727
2023
Q3 		– Sell
-105
Closed -$7.28K – 720
2023
Q2 		$7.28K Hold
105
– – ﹤0.01% 758
2023
Q1 		$9.05K Hold
105
– – ﹤0.01% 700
2022
Q4 		$7.17K Buy
105
+60
+133% +$3.43K ﹤0.01% 699
2022
Q3 		$3K Hold
45
– – ﹤0.01% 786
2022
Q2 		$4K Buy
45
+10
+29% +$1.08K ﹤0.01% 773
2022
Q1 		$5K Buy
+35
New +$6.27K ﹤0.01% 775

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

CVA Family Office's OKTA Position: Q2 2026 in Review

CVA Family Office increased its Okta (OKTA) stake by 17% in Q2 2026, buying an estimated $3.67K and bringing the position to 274 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

CVA Family Office first reported a position in OKTA in Q1 2022 and has held it in 17 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • CVA Family Office held 274 shares of Okta worth $37.4K as of Q2 2026.
  • CVA Family Office bought 39 Okta shares in Q2 2026, an estimated $3.67K.
  • Okta made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #658 holding.
  • CVA Family Office first reported a position in Okta in Q1 2022 and has held it in 17 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.