Clean Yield Group’s Okta OKTA Stock Holding History

Clean Yield Group’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	-2	Closed	-$210	–	435
2025 Q1	$210	Buy	+2	New	+$195	﹤0.01%	434

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Clean Yield Group's OKTA Position: Q2 2025 in Review

Clean Yield Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 2 shares — an estimated $210 sold.

Clean Yield Group first reported a position in OKTA in Q1 2025 and held it in 1 quarter. The position peaked at $210 in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Clean Yield Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
Clean Yield Group sold 2 Okta shares in Q2 2025, an estimated $210.
Clean Yield Group first reported a position in Okta in Q1 2025 and held it in 1 quarter.
Clean Yield Group's Okta position peaked at $210 in Q1 2025.
748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.