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BAAM
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
Shares
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
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30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Citadel Advisors
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$618B AUM
30.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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