Question 1

How many shares of OKTA does Cresset Asset Management, LLC own?

Accepted Answer

As of 2026-Q2, Cresset Asset Management, LLC holds 9,025 shares of OKTA (OKTA INC).

Question 2

What is Cresset Asset Management, LLC's OKTA position worth?

Accepted Answer

As of 2026-Q2, Cresset Asset Management, LLC's OKTA position is worth $1.2M.

Question 3

Is Cresset Asset Management, LLC buying or selling OKTA?

Accepted Answer

In 2026-Q2, Cresset Asset Management, LLC opened a new position in OKTA.

Question 4

When did Cresset Asset Management, LLC first buy OKTA?

Accepted Answer

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in OKTA in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	9,025	—	$1.2M	0.0%	$136.45	35
2026-Q1	Exited	0	-100.0%	$0	0.0%	$72.52	0
2025-Q4	New	2,329	—	$201,378	0.0%	$87.43	32
2025-Q2	Exited	0	-100.0%	$0	0.0%	$98.43	0
2025-Q1	Decreased	6,255	-12.9%	$658,180	0.0%	$107.99	0
2024-Q4	Decreased	7,178	-78.8%	$565,648	0.0%	$79.64	0
2024-Q3	Increased	33,891	+3.8%	$2.5M	0.0%	$73.99	27