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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVA Family Office's OKTA Position: Q1 2026 in Review

CVA Family Office increased its Okta (OKTA) stake by 70% in Q1 2026, buying an estimated $8.05K and bringing the position to 235 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

CVA Family Office first reported a position in OKTA in Q1 2022 and has held it in 16 quarters since. The position peaked at $20.8K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

CVA Family Office held 235 shares of Okta worth $18.5K as of Q1 2026.
CVA Family Office bought 97 Okta shares in Q1 2026, an estimated $8.05K.
Okta made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #818 holding.
CVA Family Office first reported a position in Okta in Q1 2022 and has held it in 16 quarters since.
CVA Family Office's Okta position peaked at $20.8K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.