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CAAS Capital Management’s Okta OKTA Stock Holding History

CAAS Capital Management’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 		$12.2K Buy
+116
New +$11.3K ﹤0.01% 452
2020
Q2 		– Sell
-3,496
Closed -$594K – 450
2020
Q1 		$427K Buy
+3,496
New +$439K 0.04% 173

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 $5.72T 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

CAAS Capital Management's OKTA Position: Q1 2025 in Review

CAAS Capital Management opened a new position in Okta (OKTA) in Q1 2025: 116 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: CAAS Capital Management previously reported a position in OKTA as recently as Q1 2020.

CAAS Capital Management first reported a position in OKTA in Q1 2020 and has held it in 2 quarters since. The position peaked at $427K in Q1 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • CAAS Capital Management held 116 shares of Okta worth $12.2K as of Q1 2025.
  • Okta was a new CAAS Capital Management position in Q1 2025.
  • Okta made up ﹤0.01% of CAAS Capital Management's portfolio in Q1 2025, its #452 holding.
  • CAAS Capital Management first reported a position in Okta in Q1 2020 and has held it in 2 quarters since.
  • CAAS Capital Management's Okta position peaked at $427K in Q1 2020.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.