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Galvin Gaustad & Stein’s Okta OKTA Stock Holding History

Galvin Gaustad & Stein’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
-3,800
Closed -$348K – 256
2025
Q3 		$348K Buy
+3,800
New +$355K 0.03% 161
2024
Q3 		– Sell
-2,550
Closed -$239K – 190
2024
Q2 		$239K Buy
2,550
+200
+9% +$18.9K 0.02% 160
2024
Q1 		$246K Sell
2,350
-500
-18% -$46.1K 0.02% 162
2023
Q4 		$258K Sell
2,850
-300
-10% -$22.9K 0.02% 157
2023
Q3 		$257K Hold
3,150
– – 0.03% 153
2023
Q2 		$218K Buy
+3,150
New +$239K 0.02% 160
2021
Q4 		– Sell
-1,300
Closed -$309K – 185
2021
Q3 		$309K Sell
1,300
-26
-2% -$6.46K 0.03% 150
2021
Q2 		$324K Hold
1,326
– – 0.03% 153
2021
Q1 		$292K Sell
1,326
-1,749
-57% -$440K 0.03% 160
2020
Q4 		$782K Buy
+3,075
New +$731K 0.08% 112

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

Galvin Gaustad & Stein's OKTA Position: Q4 2025 in Review

Galvin Gaustad & Stein sold out of Okta (OKTA) in Q4 2025, closing a stake of 3,800 shares — an estimated $348K sold.

Galvin Gaustad & Stein first reported a position in OKTA in Q4 2020 and held it in 10 quarters. The position peaked at $782K in Q4 2020. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Galvin Gaustad & Stein reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 3,800 Okta shares in Q4 2025, an estimated $348K.
  • Galvin Gaustad & Stein first reported a position in Okta in Q4 2020 and held it in 10 quarters.
  • Galvin Gaustad & Stein's Okta position peaked at $782K in Q4 2020.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2025, filed 23 Jan 2026.