CI
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CX Institutional's OKTA Position: Q2 2026 in Review

CX Institutional increased its Okta (OKTA) stake by 5.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,633 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #565.

CX Institutional first reported a position in OKTA in Q3 2020 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • CX Institutional held 2,633 shares of Okta worth $359K as of Q2 2026.
  • CX Institutional bought 127 Okta shares in Q2 2026, an estimated $11.9K.
  • Okta made up 0.01% of CX Institutional's portfolio in Q2 2026, its #565 holding.
  • CX Institutional first reported a position in Okta in Q3 2020 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.