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Edmond de Rothschild Holding’s Okta OKTA Stock Holding History

Edmond de Rothschild Holding’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
-2,980
Closed -$235K – 619
2024
Q4 		$235K Buy
+2,980
New +$231K ﹤0.01% 396
2020
Q3 		– Sell
-135
Closed -$27K – 643
2020
Q2 		$27K Sell
135
-187
-58% -$31.7K ﹤0.01% 535
2020
Q1 		$39K Buy
+322
New +$40.4K ﹤0.01% 474

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

Edmond de Rothschild Holding's OKTA Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of Okta (OKTA) in Q1 2025, closing a stake of 2,980 shares — an estimated $235K sold.

Edmond de Rothschild Holding first reported a position in OKTA in Q1 2020 and held it in 3 quarters. The position peaked at $235K in Q4 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Edmond de Rothschild Holding reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,980 Okta shares in Q1 2025, an estimated $235K.
  • Edmond de Rothschild Holding first reported a position in Okta in Q1 2020 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Okta position peaked at $235K in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.