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Hel Ved Capital Management’s Okta OKTA Stock Holding History

Hel Ved Capital 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
-5,760
Closed -$528K – 76
2025
Q3 		$528K Buy
+5,760
New +$538K 0.11% 71
2025
Q2 		– Sell
-8,840
Closed -$930K – 92
2025
Q1 		$930K Buy
8,840
+2,140
+32% +$209K 0.34% 48
2024
Q4 		$528K Buy
+6,700
New +$519K 0.15% 77

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hel Ved Capital Management's OKTA Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 5,760 shares — an estimated $528K sold.

Hel Ved Capital Management first reported a position in OKTA in Q4 2024 and held it in 3 quarters. The position peaked at $930K in Q1 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Hel Ved Capital Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 5,760 Okta shares in Q4 2025, an estimated $528K.
  • Hel Ved Capital Management first reported a position in Okta in Q4 2024 and held it in 3 quarters.
  • Hel Ved Capital Management's Okta position peaked at $930K in Q1 2025.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.