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Alpha DNA Investment Management’s Okta OKTA Stock Holding History

Alpha DNA 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
-5,898
Closed -$465K – 120
2024
Q4 		$465K Sell
5,898
-84
-1% -$6.51K 0.18% 125
2024
Q3 		$445K Buy
5,982
+510
+9% +$44.6K 0.17% 148
2024
Q2 		$512K Sell
5,472
-2,713
-33% -$257K 0.2% 96
2024
Q1 		$856K Buy
8,185
+2,004
+32% +$185K 0.32% 65
2023
Q4 		$560K Sell
6,181
-1,197
-16% -$91.3K 0.22% 93
2023
Q3 		$601K Sell
7,378
-3,485
-32% -$264K 0.25% 85
2023
Q2 		$753K Sell
10,863
-5,412
-33% -$411K 0.25% 121
2023
Q1 		$1.4M Buy
+16,275
New +$1.24M 0.41% 46
2022
Q1 		– Sell
-8,283
Closed -$1.86M – 142
2021
Q4 		$1.86M Buy
+8,283
New +$1.97M 1.17% 18
2021
Q3 		– Sell
-6,770
Closed -$1.66M – 135
2021
Q2 		$1.66M Buy
6,770
+6,690
+8,363% +$1.61M 1.13% 23
2021
Q1 		$17K Buy
80
+49
+158% +$12.3K 0.02% 259
2020
Q4 		$7K Buy
+31
New +$7.37K 0.01% 336

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Alpha DNA Investment Management's OKTA Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 5,898 shares — an estimated $465K sold.

Alpha DNA Investment Management first reported a position in OKTA in Q4 2020 and held it in 12 quarters. The position peaked at $1.86M in Q4 2021. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 5,898 Okta shares in Q1 2025, an estimated $465K.
  • Alpha DNA Investment Management first reported a position in Okta in Q4 2020 and held it in 12 quarters.
  • Alpha DNA Investment Management's Okta position peaked at $1.86M in Q4 2021.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.