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Showing 7 of 29 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in OKTA INC

Cresset Asset Management, LLC holds 9,025 shares of OKTA (OKTA INC), worth $1.2M as of 2026-Q2. This is a new position. OKTA represents 0.0% of Cresset Asset Management, LLC's portfolio.

Current Value

$1.2M

Current Shares

9,025

Total Value Change

-$1.3M

Total Shares Change

-24,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
9,025
-
$1.2M0.0%$136.45
35
2026-Q1
Exited
0
-100.0%
$00.0%$72.52
0
2025-Q4
New
2,329
-
$201,3780.0%$87.43
32
2025-Q2
Exited
0
-100.0%
$00.0%$98.43
0
2025-Q1
Decreased
6,255
-12.9%
$658,1800.0%$107.99
0
2024-Q4
Decreased
7,178
-78.8%
$565,6480.0%$79.64
0
2024-Q3
Increased
33,891
+3.8%
$2.5M0.0%$73.99
27

Other major holders of OKTA: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., FMR LLC, VANGUARD GROUP INC

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