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Interchange Capital Partners’s Okta OKTA Stock Holding History

Interchange Capital Partners’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
-2,691
Closed -$247K – 449
2025
Q3 		$247K Buy
+2,691
New +$251K 0.05% 307
2021
Q1 		– Sell
-200
Closed -$50K – 828
2020
Q4 		$50K Buy
+200
New +$47.5K 0.03% 413

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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

Interchange Capital Partners's OKTA Position: Q4 2025 in Review

Interchange Capital Partners sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,691 shares — an estimated $247K sold.

Interchange Capital Partners first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Interchange Capital Partners reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Interchange Capital Partners sold 2,691 Okta shares in Q4 2025, an estimated $247K.
  • Interchange Capital Partners first reported a position in Okta in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's Okta position peaked at $247K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Interchange Capital Partners's 13F filing for Q4 2025, filed 30 Jan 2026.