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Fullerton Fund Management’s Okta OKTA Stock Holding History

Fullerton Fund 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
Q4 		– Sell
-3,065
Closed -$281K – 147
2025
Q3 		$281K Buy
+3,065
New +$286K 0.01% 91
2024
Q2 		– Sell
-3,200
Closed -$335K – 168
2024
Q1 		$335K Buy
+3,200
New +$295K 0.02% 128

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 $3.37T AUM 44.26% 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

Fullerton Fund Management's OKTA Position: Q4 2025 in Review

Fullerton Fund Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 3,065 shares — an estimated $281K sold.

Fullerton Fund Management first reported a position in OKTA in Q1 2024 and held it in 2 quarters. The position peaked at $335K in Q1 2024. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Fullerton Fund Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Fullerton Fund Management sold 3,065 Okta shares in Q4 2025, an estimated $281K.
  • Fullerton Fund Management first reported a position in Okta in Q1 2024 and held it in 2 quarters.
  • Fullerton Fund Management's Okta position peaked at $335K in Q1 2024.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Fullerton Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.