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Berbice Capital Management’s Okta OKTA Stock Holding History

Berbice Capital 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
-100
Closed -$9.17K – 189
2025
Q3 		$9.17K Buy
100
+25
+33% +$2.33K 0.01% 176
2025
Q2 		$7.5K Buy
+75
New +$8.01K 0.01% 161

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 $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Berbice Capital Management's OKTA Position: Q4 2025 in Review

Berbice Capital Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 100 shares — an estimated $9.17K sold.

Berbice Capital Management first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $9.17K in Q3 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Berbice Capital Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Berbice Capital Management sold 100 Okta shares in Q4 2025, an estimated $9.17K.
  • Berbice Capital Management first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • Berbice Capital Management's Okta position peaked at $9.17K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Berbice Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.