AIM
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Aigen Investment Management’s Okta OKTA Stock Holding History

Aigen 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
Q2 		– Sell
-10,447
Closed -$1.1M – 995
2025
Q1 		$1.1M Buy
+10,447
New +$1.02M 0.18% 172
2024
Q2 		– Sell
-2,447
Closed -$256K – 953
2024
Q1 		$256K Buy
+2,447
New +$226K 0.06% 481
2023
Q4 		– Sell
-11,326
Closed -$923K – 997
2023
Q3 		$923K Buy
+11,326
New +$859K 0.17% 181
2023
Q2 		– Sell
-6,563
Closed -$566K – 909
2023
Q1 		$566K Buy
+6,563
New +$500K 0.08% 287
2022
Q4 		– Sell
-12,379
Closed -$704K – 701
2022
Q3 		$704K Buy
+12,379
New +$1.06M 0.1% 252
2022
Q2 		– Sell
-9,434
Closed -$1.42M – 674
2022
Q1 		$1.42M Buy
9,434
+4,703
+99% +$843K 0.25% 118
2021
Q4 		$1.05M Sell
4,731
-8,370
-64% -$1.99M 0.06% 404
2021
Q3 		$3.11M Buy
+13,101
New +$3.25M 0.6% 39
2021
Q1 		– Sell
-6,433
Closed -$1.64M – 814
2020
Q4 		$1.64M Sell
6,433
-6,390
-50% -$1.52M 0.21% 116
2020
Q3 		$2.74M Buy
12,823
+9,360
+270% +$1.95M 0.35% 66
2020
Q2 		$693K Sell
3,463
-9,248
-73% -$1.57M 0.09% 359
2020
Q1 		$1.55M Buy
+12,711
New +$1.59M 0.21% 126

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return