BFG
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Bleakley Financial Group’s Okta OKTA Stock Holding History

Bleakley Financial Group’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
-3,774
Closed -$297K – 838
2024
Q4 		$297K Sell
3,774
-340
-8% -$26.4K 0.01% 803
2024
Q3 		$306K Buy
4,114
+182
+5% +$15.9K 0.01% 768
2024
Q2 		$368K Buy
3,932
+51
+1% +$4.83K 0.01% 699
2024
Q1 		$406K Sell
3,881
-11,376
-75% -$1.05M 0.01% 675
2023
Q4 		$1.38M Sell
15,257
-17,610
-54% -$1.34M 0.04% 338
2023
Q3 		$2.68M Sell
32,867
-1,062
-3% -$80.5K 0.09% 194
2023
Q2 		$2.35M Buy
33,929
+16,208
+91% +$1.23M 0.07% 231
2023
Q1 		$1.53M Buy
17,721
+12,983
+274% +$988K 0.05% 307
2022
Q4 		$324K Buy
+4,738
New +$271K 0.01% 678

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return