Bank Julius Baer & Co
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Bank Julius Baer & Co’s Okta OKTA Stock Holding History

Bank Julius Baer & Co’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
-181
Closed -$15.8K – 659
2024
Q4 		$15.8K Buy
181
+12
+7% +$930 ﹤0.01% 601
2024
Q3 		$14.9K Sell
169
-11
-6% -$961 ﹤0.01% 496
2024
Q2 		$18.7K Sell
180
-20
-10% -$1.89K ﹤0.01% 470
2024
Q1 		$20.9K Hold
200
– – ﹤0.01% 504
2023
Q4 		$18.1K Sell
200
-2
-1% -$153 ﹤0.01% 511
2023
Q3 		$17K Buy
202
+6
+3% +$455 ﹤0.01% 494
2023
Q2 		$14K Sell
196
-4
-2% -$304 ﹤0.01% 535
2023
Q1 		$17K Hold
200
– – ﹤0.01% 556
2022
Q4 		$14K Buy
200
+52
+35% +$2.97K ﹤0.01% 546
2022
Q3 		$8K Sell
148
-2
-1% -$172 ﹤0.01% 551
2022
Q2 		$14K Hold
150
– – ﹤0.01% 573
2022
Q1 		$23K Sell
150
-172
-53% -$30.8K ﹤0.01% 552
2021
Q4 		$72K Hold
322
– – ﹤0.01% 627
2021
Q3 		$76K Sell
322
-1
-0.3% -$248 ﹤0.01% 646
2021
Q2 		$79K Sell
323
-201
-38% -$48.5K ﹤0.01% 655
2021
Q1 		$115K Sell
524
-2,650
-83% -$666K ﹤0.01% 611
2020
Q4 		$807K Sell
3,174
-6,039
-66% -$1.44M 0.01% 382
2020
Q3 		$1.97M Buy
9,213
+1,835
+25% +$383K 0.02% 228
2020
Q2 		$1.48M Sell
7,378
-2,676
-27% -$454K 0.02% 228
2020
Q1 		$1.23M Buy
+10,054
New +$1.26M 0.03% 201

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
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

Bank Julius Baer & Co's OKTA Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of Okta (OKTA) in Q1 2025, closing a stake of 181 shares — an estimated $15.8K sold.

Bank Julius Baer & Co first reported a position in OKTA in Q1 2020 and held it in 20 quarters. The position peaked at $1.97M in Q3 2020. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 181 Okta shares in Q1 2025, an estimated $15.8K.
  • Bank Julius Baer & Co first reported a position in Okta in Q1 2020 and held it in 20 quarters.
  • Bank Julius Baer & Co's Okta position peaked at $1.97M in Q3 2020.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.