A detailed history of Octavia Wealth Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,367 shares of OKTA stock, worth $366,565. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,367
Previous 2,867 52.32%
Holding current value
$366,565
Previous $286,000 39.86%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 27, 2025

BUY
$88.51 - $101.1 $132,765 - $151,650
1,500 Added 52.32%
4,367 $400,000
Q2 2025

Jul 15, 2025

SELL
$91.24 - $127.3 $136,860 - $190,950
-1,500 Reduced 34.35%
2,867 $286,000
Q1 2025

Apr 14, 2025

BUY
$78.83 - $116.72 $26,171 - $38,751
332 Added 8.23%
4,367 $459,000
Q4 2024

Jan 17, 2025

BUY
$71.81 - $86.11 $289,753 - $347,453
4,035 New
4,035 $317,000

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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.