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InceptionR’s Okta OKTA Stock Holding History

InceptionR’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
-8,161
Closed -$643K – 752
2024
Q4 		$643K Buy
+8,161
New +$633K 0.14% 276
2024
Q2 		– Sell
-2,586
Closed -$271K – 787
2024
Q1 		$271K Buy
+2,586
New +$239K 0.07% 445
2023
Q3 		– Sell
-5,593
Closed -$388K – 527
2023
Q2 		$388K Buy
+5,593
New +$425K 0.21% 204

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

InceptionR's OKTA Position: Q1 2025 in Review

InceptionR sold out of Okta (OKTA) in Q1 2025, closing a stake of 8,161 shares — an estimated $643K sold.

InceptionR first reported a position in OKTA in Q2 2023 and held it in 3 quarters. The position peaked at $643K in Q4 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • InceptionR reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • InceptionR sold 8,161 Okta shares in Q1 2025, an estimated $643K.
  • InceptionR first reported a position in Okta in Q2 2023 and held it in 3 quarters.
  • InceptionR's Okta position peaked at $643K in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.