CX Institutional’s Okta OKTA Stock Holding History

CX Institutional’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	$333K	Sell	1,594 -1,039	-39%	-$164K	0.01%	594
2026 Q2	$359K	Buy	2,633 +127	+5%	+$11.9K	0.01%	565
2026 Q1	$197K	Buy	2,506 +1,340	+115%	+$111K	0.01%	725
2025 Q4	$101K	Buy	1,166 +170	+17%	+$14.8K	﹤0.01%	849
2025 Q3	$91K	Buy	996 +335	+51%	+$31.3K	﹤0.01%	839
2025 Q2	$66K	Buy	661 +164	+33%	+$17.5K	﹤0.01%	819
2025 Q1	$52K	Buy	+497	New	+$48.5K	﹤0.01%	830
2020 Q4	–	Sell	-40	Closed	-$9K	–	898
2020 Q3	$9K	Buy	+40	New	+$8.34K	﹤0.01%	687

Other funds holding OKTA

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CX Institutional's OKTA Position: Q3 2026 in Review

CX Institutional reduced its Okta (OKTA) stake by 39% in Q3 2026, selling an estimated $164K and leaving 1,594 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #594.

CX Institutional first reported a position in OKTA in Q3 2020 and has held it in 8 quarters since. The position peaked at $359K in Q2 2026. 198 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

CX Institutional held 1,594 shares of Okta worth $333K as of Q3 2026.
CX Institutional sold 1,039 Okta shares in Q3 2026, an estimated $164K.
Okta made up 0.01% of CX Institutional's portfolio in Q3 2026, its #594 holding.
CX Institutional first reported a position in Okta in Q3 2020 and has held it in 8 quarters since.
CX Institutional's Okta position peaked at $359K in Q2 2026.
198 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.