Alkeon Capital Management’s Okta OKTA Stock Holding History

Alkeon Capital 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 Q3	–	Sell	-380,000	Closed	-$38M	–	111
2025 Q2	$38M	Sell	380,000 -1,520,000	-80%	-$162M	0.06%	84
2025 Q1	$200M	Buy	+1,900,000	New	+$186M	0.42%	40
2022 Q1	–	Sell	-225,437	Closed	-$50.5M	–	155
2021 Q4	$50.5M	Hold	225,437	–	–	0.09%	110
2021 Q3	$53.5M	Sell	225,437 -378	-0.2%	-$93.8K	0.09%	113
2021 Q2	$55.3M	Sell	225,815 -600,000	-73%	-$145M	0.08%	117
2021 Q1	$182M	Sell	825,815 -472,938	-36%	-$119M	0.27%	72
2020 Q4	$330M	Buy	1,298,753 +1,753	+0.1%	+$417K	0.54%	43
2020 Q3	$277M	Sell	1,297,000 -300,000	-19%	-$62.5M	0.51%	36
2020 Q2	$320M	Hold	1,597,000	–	–	0.81%	21
2020 Q1	$195M	Buy	1,597,000 +200,000	+14%	+$25.1M	0.83%	23
2019 Q4	$161M	Sell	1,397,000 -665,000	-32%	-$76.6M	0.6%	35
2019 Q3	$203M	Hold	2,062,000	–	–	0.72%	26
2019 Q2	$255M	Buy	2,062,000 +116,000	+6%	+$12.6M	1.01%	16
2019 Q1	$161M	Sell	1,946,000 -3,375	-0.2%	-$267K	0.8%	28
2018 Q4	$124M	Sell	1,949,375 -6,486	-0.3%	-$384K	0.81%	34
2018 Q3	$138M	Sell	1,955,861 -17,039	-0.9%	-$1.01M	0.65%	38
2018 Q2	$99.4M	Buy	1,972,900 +150,000	+8%	+$7.14M	0.46%	53
2018 Q1	$72.6M	Buy	1,822,900 +1,797,900	+7,192%	+$60M	0.38%	61
2017 Q4	$640K	Buy	+25,000	New	+$699K	﹤0.01%	86

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alkeon Capital Management's OKTA Position: Q3 2025 in Review

Alkeon Capital Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 380,000 shares — an estimated $38M sold.

Alkeon Capital Management first reported a position in OKTA in Q4 2017 and held it in 19 quarters. The position peaked at $330M in Q4 2020. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Alkeon Capital Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Alkeon Capital Management sold 380,000 Okta shares in Q3 2025, an estimated $38M.
Alkeon Capital Management first reported a position in Okta in Q4 2017 and held it in 19 quarters.
Alkeon Capital Management's Okta position peaked at $330M in Q4 2020.
751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Alkeon Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.