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
2020 Q2	–	Sell	-40,000	Closed	-$4.89M	–	321
2020 Q1	$4.89M	Buy	+40,000	New	+$5.02M	0.59%	47

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 749 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.
749 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.