Greenleaf Trust’s Okta OKTA Stock Holding History

Greenleaf Trust’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	-2,163	Closed	-$216K	–	830
2025 Q2	$216K	Sell	2,163 -73	-3%	-$7.8K	﹤0.01%	744
2025 Q1	$235K	Buy	+2,236	New	+$218K	﹤0.01%	725
2024 Q3	–	Sell	-2,307	Closed	-$216K	–	846
2024 Q2	$216K	Sell	2,307 -82	-3%	-$7.76K	﹤0.01%	738
2024 Q1	$250K	Sell	2,389 -150	-6%	-$13.8K	﹤0.01%	669
2023 Q4	$230K	Sell	2,539 -452	-15%	-$34.5K	﹤0.01%	676
2023 Q3	$244K	Sell	2,991 -229	-7%	-$17.4K	﹤0.01%	648
2023 Q2	$223K	Sell	3,220 -85	-3%	-$6.46K	﹤0.01%	692
2023 Q1	$285K	Buy	3,305 +261	+9%	+$19.9K	﹤0.01%	621
2022 Q4	$208K	Buy	+3,044	New	+$174K	﹤0.01%	694

Other funds holding OKTA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

First Trust Advisors

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

Massachusetts Financial Services

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

Geode Capital Management

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

American Century Companies

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return