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Avity Investment Management’s Okta OKTA Stock Holding History

Avity 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
Q4 		– Sell
-5,425
Closed -$497K – 109
2025
Q3 		$497K Hold
5,425
– – 0.03% 83
2025
Q2 		$542K Buy
5,425
+3,400
+168% +$363K 0.04% 79
2025
Q1 		$213K Buy
+2,025
New +$198K 0.02% 99

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avity Investment Management's OKTA Position: Q4 2025 in Review

Avity Investment Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 5,425 shares — an estimated $497K sold.

Avity Investment Management first reported a position in OKTA in Q1 2025 and held it in 3 quarters. The position peaked at $542K in Q2 2025. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Avity Investment Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Avity Investment Management sold 5,425 Okta shares in Q4 2025, an estimated $497K.
  • Avity Investment Management first reported a position in Okta in Q1 2025 and held it in 3 quarters.
  • Avity Investment Management's Okta position peaked at $542K in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Avity Investment Management's 13F filing for Q4 2025, filed 13 Jan 2026.