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Okta Inc cl a shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Okta Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Okta Inc cl a held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 1.8k 136.45
2025-03-31 $206k 2.0k 105.20
2024-09-30 $15k 196 74.16

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Top funds holding Okta Inc cl a

BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
First Trust Advisors
Citadel Advisors
Susquehanna International
Allspring Global Investments Holdings
Geode Capital Management
Massachusetts Financial Services
American Century Companies
Jpmorgan Chase & Co
UBS Group
Ubs Global Asset Management Americas

View all funds holding Okta Inc cl a