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Cynosure Group’s Okta OKTA Stock Holding History

Cynosure Group’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 		– Sell
-5,498
Closed -$475K – 384
2025
Q4 		$475K Hold
5,498
– – 0.05% 221
2025
Q3 		$504K Hold
5,498
– – 0.05% 193
2025
Q2 		$550K Hold
5,498
– – 0.06% 146
2025
Q1 		$579K Buy
5,498
+1,537
+39% +$150K 0.08% 137
2024
Q4 		$312K Sell
3,961
-11
-0.3% -$853 0.05% 200
2024
Q3 		$295K Buy
+3,972
New +$347K 0.04% 354

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cynosure Group's OKTA Position: Q1 2026 in Review

Cynosure Group sold out of Okta (OKTA) in Q1 2026, closing a stake of 5,498 shares — an estimated $475K sold.

Cynosure Group first reported a position in OKTA in Q3 2024 and held it in 6 quarters. The position peaked at $579K in Q1 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Cynosure Group reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 5,498 Okta shares in Q1 2026, an estimated $475K.
  • Cynosure Group first reported a position in Okta in Q3 2024 and held it in 6 quarters.
  • Cynosure Group's Okta position peaked at $579K in Q1 2025.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.