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Great Lakes Advisors’s Okta OKTA Stock Holding History

Great Lakes Advisors’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
Q3 		– Sell
-6,742
Closed -$674K – 840
2025
Q2 		$674K Buy
6,742
+499
+8% +$53.3K 0.01% 571
2025
Q1 		$657K Sell
6,243
-827
-12% -$80.8K 0.01% 570
2024
Q4 		$557K Buy
7,070
+184
+3% +$14.3K ﹤0.01% 645
2024
Q3 		$512K Sell
6,886
-95
-1% -$8.3K ﹤0.01% 654
2024
Q2 		$653K Buy
6,981
+808
+13% +$76.5K 0.01% 617
2024
Q1 		$646K Buy
6,173
+18
+0.3% +$1.66K 0.01% 588
2023
Q4 		$557K Buy
+6,155
New +$470K 0.01% 594
2022
Q1 		– Sell
-1,090
Closed -$244K – 744
2021
Q4 		$244K Sell
1,090
-190
-15% -$45.3K ﹤0.01% 626
2021
Q3 		$304K Buy
1,280
+189
+17% +$46.9K ﹤0.01% 586
2021
Q2 		$267K Sell
1,091
-755
-41% -$182K ﹤0.01% 605
2021
Q1 		$407K Sell
1,846
-43
-2% -$10.8K 0.01% 534
2020
Q4 		$480K Buy
1,889
+563
+42% +$134K 0.01% 488
2020
Q3 		$284K Sell
1,326
-70,883
-98% -$14.8M 0.01% 502
2020
Q2 		$14.5M Buy
72,209
+6,208
+9% +$1.05M 0.35% 90
2020
Q1 		$8.07M Buy
+66,001
New +$8.28M 0.24% 112

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Great Lakes Advisors's OKTA Position: Q3 2025 in Review

Great Lakes Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 6,742 shares — an estimated $674K sold.

Great Lakes Advisors first reported a position in OKTA in Q1 2020 and held it in 15 quarters. The position peaked at $14.5M in Q2 2020. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Great Lakes Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 6,742 Okta shares in Q3 2025, an estimated $674K.
  • Great Lakes Advisors first reported a position in Okta in Q1 2020 and held it in 15 quarters.
  • Great Lakes Advisors's Okta position peaked at $14.5M in Q2 2020.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Great Lakes Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.