A detailed history of Cbiz Investment Advisory Services, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 8 shares of OKTA stock, worth $671. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 22 63.64%
Holding current value
$671
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$88.51 - $101.1 $1,239 - $1,415
-14 Reduced 63.64%
8 $0
Q2 2025

Aug 11, 2025

BUY
$91.24 - $127.3 $729 - $1,018
8 Added 57.14%
22 $2,000
Q1 2025

Jun 03, 2025

BUY
$78.83 - $116.72 $1,103 - $1,634
14 New
14 $1,000
Q2 2024

Aug 09, 2024

BUY
$86.52 - $103.49 $1,470 - $1,759
17 New
17 $1,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $12.7B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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