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Bristlecone Advisors’s Okta OKTA Stock Holding History

Bristlecone Advisors’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
Q2 		– Sell
-6,644
Closed -$699K – 342
2025
Q1 		$699K Buy
6,644
+37
+0.6% +$3.61K 0.06% 170
2024
Q4 		$521K Buy
6,607
+1,719
+35% +$133K 0.04% 193
2024
Q3 		$363K Hold
4,888
– – 0.03% 211
2024
Q2 		$458K Sell
4,888
-222
-4% -$21K 0.04% 191
2024
Q1 		$535K Sell
5,110
-301
-6% -$27.8K 0.05% 178
2023
Q4 		$490K Buy
5,411
+8
+0.1% +$610 0.05% 186
2023
Q3 		$440K Sell
5,403
-58
-1% -$4.4K 0.05% 180
2023
Q2 		$379K Sell
5,461
-141
-3% -$10.7K 0.04% 198
2023
Q1 		$483K Buy
5,602
+525
+10% +$40K 0.05% 175
2022
Q4 		$347K Buy
5,077
+790
+18% +$45.1K 0.04% 196
2022
Q3 		$244K Buy
4,287
+622
+17% +$53.5K 0.03% 219
2022
Q2 		$331K Buy
3,665
+625
+21% +$67.5K 0.04% 194
2022
Q1 		$459K Buy
3,040
+770
+34% +$138K 0.06% 169
2021
Q4 		$509K Buy
2,270
+498
+28% +$119K 0.06% 164
2021
Q3 		$421K Buy
1,772
+201
+13% +$49.9K 0.06% 162
2021
Q2 		$384K Buy
1,571
+37
+2% +$8.93K 0.05% 168
2021
Q1 		$338K Buy
1,534
+419
+38% +$105K 0.05% 168
2020
Q4 		$283K Buy
+1,115
New +$265K 0.05% 176

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bristlecone Advisors's OKTA Position: Q2 2025 in Review

Bristlecone Advisors sold out of Okta (OKTA) in Q2 2025, closing a stake of 6,644 shares — an estimated $699K sold.

Bristlecone Advisors first reported a position in OKTA in Q4 2020 and held it in 18 quarters. The position peaked at $699K in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Bristlecone Advisors reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 6,644 Okta shares in Q2 2025, an estimated $699K.
  • Bristlecone Advisors first reported a position in Okta in Q4 2020 and held it in 18 quarters.
  • Bristlecone Advisors's Okta position peaked at $699K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.