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Achmea Investment Management’s Okta OKTA Stock Holding History

Achmea Investment Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,583
Closed -$204K – 392
2024
Q4 		$204K Sell
2,583
-27,395
-91% -$2.12M ﹤0.01% 392
2024
Q3 		$2.23M Buy
29,978
+2,583
+9% +$226K 0.04% 297
2024
Q2 		$2.56M Buy
27,395
+22,490
+459% +$2.13M 0.05% 286
2024
Q1 		$513K Hold
4,905
– – 0.01% 405
2023
Q4 		$444K Sell
4,905
-3,518
-42% -$268K 0.01% 457
2023
Q3 		$686K Sell
8,423
-202
-2% -$15.3K 0.02% 423
2023
Q2 		$598K Buy
8,625
+3,518
+69% +$267K 0.01% 476
2023
Q1 		$440K Hold
5,107
– – 0.01% 472
2022
Q4 		$327K Hold
5,107
– – 0.01% 518
2022
Q3 		$290K Hold
5,107
– – 0.01% 537
2022
Q2 		$462K Hold
5,107
– – 0.01% 501
2022
Q1 		$771K Buy
+5,107
New +$915K 0.02% 481
2021
Q4 		– Sell
-10,223
Closed -$2.43M – 466
2021
Q3 		$2.43M Buy
10,223
+202
+2% +$50.2K 0.07% 307
2021
Q2 		$2.45M Hold
10,021
– – 0.08% 282
2021
Q1 		$2.21M Hold
10,021
– – 0.08% 305
2020
Q4 		$2.55M Hold
10,021
– – 0.09% 266
2020
Q3 		$2.14M Buy
+10,021
New +$2.09M 0.09% 255
2020
Q2 		– Sell
-20,786
Closed -$2.54M – 317
2020
Q1 		$2.54M Buy
20,786
+10,765
+107% +$1.35M 0.12% 137
2019
Q4 		$1.16M Hold
10,021
– – 0.04% 342
2019
Q3 		$987K Hold
10,021
– – 0.04% 364
2019
Q2 		$1.24M Buy
+10,021
New +$1.09M 0.05% 347

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Achmea Investment Management's OKTA Position: Q1 2025 in Review

Achmea Investment Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 2,583 shares — an estimated $204K sold.

Achmea Investment Management first reported a position in OKTA in Q2 2019 and held it in 21 quarters. The position peaked at $2.56M in Q2 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Achmea Investment Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Achmea Investment Management sold 2,583 Okta shares in Q1 2025, an estimated $204K.
  • Achmea Investment Management first reported a position in Okta in Q2 2019 and held it in 21 quarters.
  • Achmea Investment Management's Okta position peaked at $2.56M in Q2 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Achmea Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.