Bradley Foster & Sargent’s Okta OKTA Stock Holding History

Bradley Foster & Sargent’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	-9,551	Closed	-$876K	–	542
2025 Q3	$876K	Buy	+9,551	New	+$892K	0.01%	313
2023 Q2	–	Sell	-3,410	Closed	-$294K	–	442
2023 Q1	$294K	Sell	3,410 -57	-2%	-$4.34K	0.01%	377
2022 Q4	$237K	Buy	+3,467	New	+$198K	0.01%	395
2022 Q3	–	Sell	-5,893	Closed	-$533K	–	434
2022 Q2	$533K	Buy	+5,893	New	+$636K	0.01%	317
2021 Q4	–	Sell	-5,500	Closed	-$1.3M	–	460
2021 Q3	$1.3M	Buy	+5,500	New	+$1.37M	0.03%	213
2020 Q1	$399K	Sell	3,265 -635	-16%	-$79.7K	0.02%	247
2019 Q4	$450K	Sell	3,900 -130	-3%	-$15K	0.01%	276
2019 Q3	$397K	Sell	4,030 -2,635	-40%	-$329K	0.01%	273
2019 Q2	$823K	Sell	6,665 -100	-1%	-$10.9K	0.03%	226
2019 Q1	$560K	Hold	6,765	–	–	0.02%	254
2018 Q4	$432K	Sell	6,765 -3,275	-33%	-$194K	0.02%	267
2018 Q3	$706K	Buy	+10,040	New	+$598K	0.02%	250

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bradley Foster & Sargent's OKTA Position: Q4 2025 in Review

Bradley Foster & Sargent sold out of Okta (OKTA) in Q4 2025, closing a stake of 9,551 shares — an estimated $876K sold.

Bradley Foster & Sargent first reported a position in OKTA in Q3 2018 and held it in 12 quarters. The position peaked at $1.3M in Q3 2021. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Bradley Foster & Sargent reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Bradley Foster & Sargent sold 9,551 Okta shares in Q4 2025, an estimated $876K.
Bradley Foster & Sargent first reported a position in Okta in Q3 2018 and held it in 12 quarters.
Bradley Foster & Sargent's Okta position peaked at $1.3M in Q3 2021.
739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Bradley Foster & Sargent's 13F filing for Q4 2025, filed 12 Feb 2026.