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Baker Avenue Asset Management’s Okta OKTA Stock Holding History

Baker Avenue Asset 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
2026
Q1 		$757K Buy
+9,618
New +$798K 0.02% 325
2025
Q4 		– Sell
-4,112
Closed -$377K – 676
2025
Q3 		$377K Buy
+4,112
New +$384K 0.01% 418
2025
Q2 		– Sell
-2,259
Closed -$238K – 533
2025
Q1 		$238K Buy
+2,259
New +$221K 0.01% 406
2024
Q2 		– Sell
-525,379
Closed -$565K – 404
2024
Q1 		$565K Buy
525,379
+284
+0.1% +$26.2K 0.02% 252
2023
Q4 		$534K Buy
525,095
+38
+0% +$2.9K 0.02% 247
2023
Q3 		$530K Buy
525,057
+55
+0% +$4.17K 0.03% 255
2023
Q2 		$525K Sell
525,002
-10
-0% -$759 0.03% 260
2023
Q1 		$526K Sell
525,012
-27
-0% -$2.06K 0.03% 253
2022
Q4 		$528K Buy
525,039
+33
+0% +$1.88K 0.03% 237
2022
Q3 		$525K Sell
525,006
-25
-0% -$2.15K 0.03% 229
2022
Q2 		$528K Buy
525,031
+14
+0% +$1.51K 0.03% 208
2022
Q1 		$528K Buy
525,017
+521,146
+13,463% +$93.4M 0.03% 212
2021
Q4 		$868K Sell
3,871
-10
-0.3% -$2.38K 0.04% 179
2021
Q3 		$921K Sell
3,881
-135
-3% -$33.5K 0.05% 147
2021
Q2 		$982K Buy
+4,016
New +$969K 0.06% 146

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return