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Clear Creek Financial Management’s Okta OKTA Stock Holding History

Clear Creek Financial 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 		– Sell
-4,771
Closed -$376K – 540
2024
Q4 		$376K Sell
4,771
-386
-7% -$29.9K 0.04% 344
2024
Q3 		$383K Sell
5,157
-95
-2% -$8.3K 0.04% 307
2024
Q2 		$492K Buy
5,252
+45
+0.9% +$4.26K 0.06% 256
2024
Q1 		$545K Buy
5,207
+411
+9% +$37.9K 0.07% 234
2023
Q4 		$434K Buy
4,796
+28
+0.6% +$2.14K 0.07% 213
2023
Q3 		$389K Buy
4,768
+314
+7% +$23.8K 0.07% 201
2023
Q2 		$309K Buy
4,454
+4
+0.1% +$304 0.05% 239
2023
Q1 		$384K Buy
4,450
+1,163
+35% +$88.5K 0.07% 193
2022
Q4 		$225K Buy
+3,287
New +$188K 0.05% 252
2022
Q3 		– Sell
-2,470
Closed -$223K – 306
2022
Q2 		$223K Buy
2,470
+432
+21% +$46.7K 0.05% 260
2022
Q1 		$308K Buy
+2,038
New +$365K 0.05% 245

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Clear Creek Financial Management's OKTA Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 4,771 shares — an estimated $376K sold.

Clear Creek Financial Management first reported a position in OKTA in Q1 2022 and held it in 11 quarters. The position peaked at $545K in Q1 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Clear Creek Financial Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 4,771 Okta shares in Q1 2025, an estimated $376K.
  • Clear Creek Financial Management first reported a position in Okta in Q1 2022 and held it in 11 quarters.
  • Clear Creek Financial Management's Okta position peaked at $545K in Q1 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.