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Brighton Jones LLC’s Okta OKTA Stock Holding History

Brighton Jones LLC’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
-3,648
Closed -$335K – 671
2025
Q3 		$335K Buy
3,648
+433
+13% +$40.4K 0.01% 767
2025
Q2 		$321K Buy
3,215
+1,217
+61% +$130K 0.01% 696
2025
Q1 		$210K Sell
1,998
-1,309
-40% -$128K 0.01% 644
2024
Q4 		$261K Buy
+3,307
New +$256K 0.01% 565
2024
Q3 		– Sell
-2,474
Closed -$232K – 643
2024
Q2 		$232K Sell
2,474
-1,516
-38% -$144K 0.01% 534
2024
Q1 		$417K Buy
3,990
+1,104
+38% +$102K 0.02% 389
2023
Q4 		$261K Sell
2,886
-1,852
-39% -$141K 0.01% 471
2023
Q3 		$386K Buy
4,738
+442
+10% +$33.5K 0.02% 346
2023
Q2 		$298K Buy
4,296
+117
+3% +$8.88K 0.02% 398
2023
Q1 		$360K Buy
4,179
+234
+6% +$17.8K 0.02% 348
2022
Q4 		$270K Buy
+3,945
New +$225K 0.02% 362
2018
Q3 		– Sell
-8,563
Closed -$431K – 304
2018
Q2 		$431K Buy
+8,563
New +$408K 0.06% 189

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 $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Brighton Jones LLC's OKTA Position: Q4 2025 in Review

Brighton Jones LLC sold out of Okta (OKTA) in Q4 2025, closing a stake of 3,648 shares — an estimated $335K sold.

Brighton Jones LLC first reported a position in OKTA in Q2 2018 and held it in 12 quarters. The position peaked at $431K in Q2 2018. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Brighton Jones LLC reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 3,648 Okta shares in Q4 2025, an estimated $335K.
  • Brighton Jones LLC first reported a position in Okta in Q2 2018 and held it in 12 quarters.
  • Brighton Jones LLC's Okta position peaked at $431K in Q2 2018.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.