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J. Goldman & Co’s Okta OKTA Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-2,240
Closed -$236K – 591
2025
Q1 		$236K Buy
+2,240
New +$219K 0.01% 430
2022
Q4 		– Sell
-60,000
Closed -$3.41M – 460
2022
Q3 		$3.41M Buy
60,000
+46,187
+334% +$3.97M 0.16% 154
2022
Q2 		$1.25M Buy
+13,813
New +$1.49M 0.06% 242

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

J. Goldman & Co's OKTA Position: Q2 2025 in Review

J. Goldman & Co sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,240 shares — an estimated $236K sold.

J. Goldman & Co first reported a position in OKTA in Q2 2022 and held it in 3 quarters. The position peaked at $3.41M in Q3 2022. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • J. Goldman & Co reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • J. Goldman & Co sold 2,240 Okta shares in Q2 2025, an estimated $236K.
  • J. Goldman & Co first reported a position in Okta in Q2 2022 and held it in 3 quarters.
  • J. Goldman & Co's Okta position peaked at $3.41M in Q3 2022.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.