Cedar Mountain Advisors, LLC OKTA β€” OKTA INC CL A

Ownership history in Cedar Mountain Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported OKTA INC CL A (OKTA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows OKTA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in OKTA INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OKTA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cedar Mountain Advisors, LLC held OKTA β€” position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $682 2026-07-02 $141.42
2026 Q1 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $394 2026-04-30 $73.65
2025 Q4 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $432 2026-02-11 $88.18
2025 Q3 INITIATED β€” β€” β€” 5 β€” β€” 0.00% $459 2025-10-24 $89.07

FAQ About Cedar Mountain Advisors, LLC and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Mountain Advisors, LLC reported owning OKTA?

Cedar Mountain Advisors, LLC reported OKTA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported OKTA position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for OKTA was 0.00% in 2026 Q2.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $682.

What does the chart on this OKTA ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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