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Algert Global’s Okta OKTA Stock Holding History

Algert Global’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
-8,459
Closed -$890K – 1300
2025
Q1 		$890K Sell
8,459
-10,811
-56% -$1.06M 0.02% 790
2024
Q4 		$1.52M Buy
+19,270
New +$1.49M 0.04% 693
2023
Q1 		– Sell
-17,510
Closed -$1.2M – 1260
2022
Q4 		$1.2M Buy
+17,510
New +$1,000K 0.07% 502

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Algert Global's OKTA Position: Q2 2025 in Review

Algert Global sold out of Okta (OKTA) in Q2 2025, closing a stake of 8,459 shares — an estimated $890K sold.

Algert Global first reported a position in OKTA in Q4 2022 and held it in 3 quarters. The position peaked at $1.52M in Q4 2024. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Algert Global reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 8,459 Okta shares in Q2 2025, an estimated $890K.
  • Algert Global first reported a position in Okta in Q4 2022 and held it in 3 quarters.
  • Algert Global's Okta position peaked at $1.52M in Q4 2024.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.