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Financiere des Professionnels’s Okta OKTA Stock Holding History

Financiere des Professionnels’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 		– Sell
-7,960
Closed -$730K – 369
2025
Q3 		$730K Buy
7,960
+4,436
+126% +$414K 0.04% 209
2025
Q2 		$352K Buy
+3,524
New +$376K 0.02% 235

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Financiere des Professionnels's OKTA Position: Q4 2025 in Review

Financiere des Professionnels sold out of Okta (OKTA) in Q4 2025, closing a stake of 7,960 shares — an estimated $730K sold.

Financiere des Professionnels first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $730K in Q3 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Financiere des Professionnels reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Financiere des Professionnels sold 7,960 Okta shares in Q4 2025, an estimated $730K.
  • Financiere des Professionnels first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • Financiere des Professionnels's Okta position peaked at $730K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Financiere des Professionnels's 13F filing for Q4 2025, filed 11 Feb 2026.