Avala Global’s Okta OKTA Stock Holding History

Avala 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 Q1	–	Sell	-399,555	Closed	-$31.5M	–	26
2024 Q4	$31.5M	Sell	399,555 -99,736	-20%	-$7.73M	1.96%	20
2024 Q3	$37.1M	Sell	499,291 -78,026	-14%	-$6.82M	2.44%	20
2024 Q2	$54M	Buy	577,317 +97,400	+20%	+$9.22M	3.93%	11
2024 Q1	$50.2M	Sell	479,917 -20,083	-4%	-$1.85M	3.67%	16
2023 Q4	$45.3M	Buy	+500,000	New	+$38.1M	3.49%	15

Other funds holding OKTA

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

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

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

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

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

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

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

Avala Global's OKTA Position: Q1 2025 in Review

Avala Global sold out of Okta (OKTA) in Q1 2025, closing a stake of 399,555 shares — an estimated $31.5M sold.

Avala Global first reported a position in OKTA in Q4 2023 and held it in 5 quarters. The position peaked at $54M in Q2 2024. 734 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

Avala Global reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
Avala Global sold 399,555 Okta shares in Q1 2025, an estimated $31.5M.
Avala Global first reported a position in Okta in Q4 2023 and held it in 5 quarters.
Avala Global's Okta position peaked at $54M in Q2 2024.
734 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Avala Global's 13F filing for Q1 2025, filed 15 May 2025.