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Clarius Group LLC’s Okta OKTA Stock Holding History

Clarius Group 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 		$3.09M Sell
35,725
-309
-0.9% -$27K 0.18% 55
2025
Q3 		$3.3M Sell
36,034
-605
-2% -$56.5K 0.2% 52
2025
Q2 		$3.66M Sell
36,639
-3,797
-9% -$406K 0.21% 53
2025
Q1 		$4.25M Sell
40,436
-9,145
-18% -$893K 0.27% 46
2024
Q4 		$3.91M Sell
49,581
-5,786
-10% -$449K 0.27% 42
2024
Q3 		$4.11M Sell
55,367
-3,173
-5% -$277K 0.29% 42
2024
Q2 		$5.48M Sell
58,540
-3,270
-5% -$310K 0.39% 35
2024
Q1 		$6.47M Buy
61,810
+20,233
+49% +$1.87M 0.45% 28
2023
Q4 		$3.76M Sell
41,577
-1,265
-3% -$96.5K 0.31% 46
2023
Q3 		$3.49M Sell
42,842
-3,340
-7% -$253K 0.33% 40
2023
Q2 		$3.2M Sell
46,182
-3,003
-6% -$228K 0.25% 50
2023
Q1 		$4.24M Sell
49,185
-24
-0% -$1.83K 0.36% 39
2022
Q4 		$3.36M Buy
49,209
+553
+1% +$31.6K 0.3% 49
2022
Q3 		$2.77M Sell
48,656
-5,268
-10% -$453K 0.28% 47
2022
Q2 		$4.88M Buy
53,924
+51,073
+1,791% +$5.52M 0.49% 27
2022
Q1 		$639K Hold
2,851
– – 0.05% 194
2021
Q4 		$639K Buy
2,851
+73
+3% +$17.4K 0.05% 194
2021
Q3 		$659K Buy
+2,778
New +$690K 0.06% 172
2021
Q2 		– Sell
-2,769
Closed -$610K – 427
2021
Q1 		$610K Hold
2,769
– – 0.06% 157
2020
Q4 		$704K Buy
2,769
+89
+3% +$21.2K 0.08% 131
2020
Q3 		$573K Hold
2,680
– – 0.07% 122
2020
Q2 		$537K Hold
2,680
– – 0.08% 128
2020
Q1 		$328K Buy
2,680
+70
+3% +$8.78K 0.06% 168
2019
Q4 		$336K Hold
2,610
– – 0.05% 189
2019
Q3 		$257K Hold
2,610
– – 0.05% 221
2019
Q2 		$322K Hold
2,610
– – 0.06% 158
2019
Q1 		$216K Buy
+2,610
New +$207K 0.05% 194

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Clarius Group LLC's OKTA Position: Q4 2025 in Review

Clarius Group LLC reduced its Okta (OKTA) stake by 0.86% in Q4 2025, selling an estimated $27K and leaving 35,725 shares worth $3.09M. The position accounts for 0.18% of the portfolio, ranked #55.

Clarius Group LLC first reported a position in OKTA in Q1 2019 and has held it in 27 quarters since. The position peaked at $6.47M in Q1 2024. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Clarius Group LLC held 35,725 shares of Okta worth $3.09M as of Q4 2025.
  • Clarius Group LLC sold 309 Okta shares in Q4 2025, an estimated $27K.
  • Okta made up 0.18% of Clarius Group LLC's portfolio in Q4 2025, its #55 holding.
  • Clarius Group LLC first reported a position in Okta in Q1 2019 and has held it in 27 quarters since.
  • Clarius Group LLC's Okta position peaked at $6.47M in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.