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Okta Inc cl a shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment 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 Summit Investment 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 43k 86.47
2025-09-30 $2.9M 31k 91.70
2025-06-30 $3.2M 33k 99.97
2022-09-30 $188k 3.3k 56.68
2022-06-30 $299k 3.3k 90.14
2022-03-31 $487k 3.2k 151.01
2021-12-31 $723k 3.2k 224.19
2021-09-30 $723k 3.0k 237.28
2021-06-30 $653k 2.7k 244.84
2021-03-31 $560k 2.5k 220.47
2020-12-31 $634k 2.5k 254.41
2018-03-31 $59k 1.5k 40.16
2017-12-31 $38k 1.5k 25.87
2017-09-30 $26k 976 26.64
2017-06-30 $22k 976 22.54