CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
OKTA holding history
Okta, Inc. in every 13F filed by CWM 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 (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −18,804−100.0% | Sold out | Holders |
| Q4 2024 | 18,804 | $1.48M | 0.2% | −665−3.4% | Reduced | Holders |
| Q3 2024 | 19,469 | $1.45M | 0.1% | −7,413−27.6% | Reduced | Holders |
| Q2 2024 | 26,882 | $2.52M | 0.3% | +3,586+15.4% | Added | Holders |
| Q1 2024 | 23,296 | $2.44M | 0.2% | +3,465+17.5% | Added | Holders |
| Q4 2023 | 19,831 | $1.80M | 0.2% | +313+1.6% | Added | Holders |
| Q3 2023 | 19,518 | $1.59M | 0.2% | +13,857+244.8% | Added | Holders |
| Q2 2023 | 5,661 | $392.6K | <0.1% | +5,661 | New | Holders |