GenTrust’s Okta OKTA Stock Holding History

GenTrust’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	-3,945	Closed	-$311K	–	207
2024 Q4	$311K	Buy	+3,945	New	+$306K	0.01%	162

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

GenTrust's OKTA Position: Q1 2025 in Review

GenTrust sold out of Okta (OKTA) in Q1 2025, closing a stake of 3,945 shares — an estimated $311K sold.

GenTrust first reported a position in OKTA in Q4 2024 and held it in 1 quarter. The position peaked at $311K in Q4 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

GenTrust reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
GenTrust sold 3,945 Okta shares in Q1 2025, an estimated $311K.
GenTrust first reported a position in Okta in Q4 2024 and held it in 1 quarter.
GenTrust's Okta position peaked at $311K in Q4 2024.
732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on GenTrust's 13F filing for Q1 2025, filed 23 Apr 2025.