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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OKTA holding history

Okta, Inc. in every 13F filed by Creative Planning, 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)
43,953
Value
$6.00M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OKTA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,953$6.00M<0.1%+8,354+23.5%AddedHolders
Q1 202635,599$2.80M<0.1%−77,366−68.5%ReducedHolders
Q4 2025112,965$9.77M<0.1%+31,933+39.4%AddedHolders
Q3 202581,032$7.43M<0.1%−126,296−60.9%ReducedHolders
Q2 2025207,328$20.7M<0.1%+119,580+136.3%AddedHolders
Q1 202587,748$9.23M<0.1%+9,404+12.0%AddedHolders
Q4 202478,344$6.17M<0.1%−8,337−9.6%ReducedHolders
Q3 202486,681$6.44M<0.1%+75,290+661.0%AddedHolders
Q2 202411,391$1.07M<0.1%−434−3.7%ReducedHolders
Q1 202411,825$1.24M<0.1%+1,594+15.6%AddedHolders
Q4 202310,231$926.2K<0.1%−31,408−75.4%ReducedHolders
Q3 202341,639$3.39M<0.1%+505+1.2%AddedHolders
Q2 202341,134$2.85M<0.1%−797−1.9%ReducedHolders
Q1 202341,931$3.62M<0.1%+206+0.5%AddedHolders
Q4 202241,725$2.85M<0.1%+841+2.1%AddedHolders
Q3 202240,884$2.33M<0.1%+935+2.3%AddedHolders
Q2 202239,949$3.61M<0.1%+31,808+390.7%AddedHolders
Q1 20228,141$1.23M<0.1%−1,523−15.8%ReducedHolders
Q4 20219,664$2.17M<0.1%−24,707−71.9%ReducedHolders
Q3 202134,371$8.16M<0.1%−319−0.9%ReducedHolders
Q2 202134,690$8.49M<0.1%−74,171−68.1%ReducedHolders
Q1 2021108,861$24.0M<0.1%––Holders

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