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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

OKTA holding history

Okta, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKTA overviewAll 13F holders of OKTAFull Q2 2026 holdings

Shares (Q2 2026)
33,874
Value
$4.62M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OKTA by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,874$4.62M<0.1%−40,954−54.7%ReducedHolders
Q1 202674,828$5.89M0.1%+70,869+1,790.1%AddedHolders
Q4 20253,959$342.3K<0.1%−274−6.5%ReducedHolders
Q3 20254,233$388.2K<0.1%+3,362+386.0%AddedHolders
Q2 2025871$87.1K<0.1%+592+212.2%AddedHolders
Q1 2025279$29.4K<0.1%+221+381.0%AddedHolders
Q4 202458$4.57K<0.1%+8+16.0%AddedHolders
Q3 202450$3.72K<0.1%00.0%UnchangedHolders
Q2 202450$4.68K<0.1%00.0%UnchangedHolders
Q1 202450$4.92K<0.1%−410−89.1%ReducedHolders
Q4 2023460$41.6K<0.1%−155−25.2%ReducedHolders
Q3 2023615$50.1K<0.1%−216−26.0%ReducedHolders
Q2 2023831$57.6K<0.1%+331+66.2%AddedHolders
Q1 2023500$43.1K<0.1%+500NewHolders
Q4 20220$00.0%−25−100.0%Sold outHolders
Q3 202225$1.00K<0.1%00.0%UnchangedHolders
Q2 202225$2.00K<0.1%−20−44.4%ReducedHolders
Q1 202245$7.00K<0.1%−27−37.5%ReducedHolders
Q4 202172$16.0K<0.1%−185−72.0%ReducedHolders
Q3 2021257$61.0K<0.1%00.0%UnchangedHolders
Q2 2021257$63.0K<0.1%−50−16.3%ReducedHolders
Q1 2021307$68.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.