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Bay Colony Advisors’s Okta OKTA Stock Holding History

Bay Colony Advisors’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
Q3 		– Sell
-2,100
Closed -$210K – 537
2025
Q2 		$210K Buy
+2,100
New +$224K 0.03% 426
2022
Q1 		– Sell
-3,151
Closed -$706K – 389
2021
Q4 		$706K Buy
3,151
+111
+4% +$26.4K 0.2% 129
2021
Q3 		$722K Buy
+3,040
New +$755K 0.24% 113

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bay Colony Advisors's OKTA Position: Q3 2025 in Review

Bay Colony Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,100 shares — an estimated $210K sold.

Bay Colony Advisors first reported a position in OKTA in Q3 2021 and held it in 3 quarters. The position peaked at $722K in Q3 2021. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Bay Colony Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 2,100 Okta shares in Q3 2025, an estimated $210K.
  • Bay Colony Advisors first reported a position in Okta in Q3 2021 and held it in 3 quarters.
  • Bay Colony Advisors's Okta position peaked at $722K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.