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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 $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

Bleakley Financial Group's OKTA Position: Q1 2025 in Review

Bleakley Financial Group sold out of Okta (OKTA) in Q1 2025, closing a stake of 3,774 shares — an estimated $297K sold.

Bleakley Financial Group first reported a position in OKTA in Q4 2022 and held it in 9 quarters. The position peaked at $2.68M in Q3 2023. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Bleakley Financial Group reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,774 Okta shares in Q1 2025, an estimated $297K.
  • Bleakley Financial Group first reported a position in Okta in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Okta position peaked at $2.68M in Q3 2023.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.