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Creative Planning OKTA Position History
Okta, Inc. • Technology
Quarters held
8
Latest value
$10.7M
Q3 2026
Peak value
$10.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q3 2025 | $33K |
| Q4 2025 | $9.8M |
| Q1 2026 | $2.8M |
| Q2 2026 | $94K |
| Q2 2026 | $5.9M |
| Q3 2026 | $147K |
| Q3 2026 | $10.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.7M | 51.3K | — | — |
| Q3 2026 | $147K | 701 | — | — |
| Q2 2026 | $5.9M | 43.3K | — | — |
| Q2 2026 | $94K | 686 | — | — |
| Q1 2026 | $2.8M | 35.6K | — | — |
| Q4 2025 | $9.8M | 113.0K | — | — |
| Q3 2025 | $33K | 364 | — | — |
| Q3 2025 | $7.4M | 80.7K | — | — |
Other funds holding OKTA
$856.2M
$856.2M
$480.9M
$362.4M
$350.9M
$314.5M
$301.2M