Jackson Square Partners’s Okta OKTA Stock Holding History

Jackson Square 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	-28,349	Closed	-$2.6M	–	33
2025 Q3	$2.6M	Sell	28,349 -8,001	-22%	-$747K	1.05%	38
2025 Q2	$3.63M	Sell	36,350 -181,887	-83%	-$19.4M	1.34%	28
2025 Q1	$23M	Sell	218,237 -43,961	-17%	-$4.29M	3.09%	6
2024 Q4	$20.7M	Sell	262,198 -52,775	-17%	-$4.09M	2.15%	22
2024 Q3	$23.4M	Sell	314,973 -168,067	-35%	-$14.7M	2.02%	24
2024 Q2	$45.2M	Sell	483,040 -198,301	-29%	-$18.8M	2.76%	12
2024 Q1	$71.3M	Sell	681,341 -132,357	-16%	-$12.2M	2.97%	10
2023 Q4	$73.7M	Sell	813,698 -102,057	-11%	-$7.79M	2.39%	22
2023 Q3	$74.6M	Sell	915,755 -73,946	-7%	-$5.61M	2.49%	20
2023 Q2	$68.6M	Sell	989,701 -88,829	-8%	-$6.75M	2%	25
2023 Q1	$93M	Buy	1,078,530 +227,764	+27%	+$17.3M	2.52%	18
2022 Q4	$58.1M	Buy	+850,766	New	+$48.6M	1.55%	24

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jackson Square Partners's OKTA Position: Q4 2025 in Review

Jackson Square Partners sold out of Okta (OKTA) in Q4 2025, closing a stake of 28,349 shares — an estimated $2.6M sold.

Jackson Square Partners first reported a position in OKTA in Q4 2022 and held it in 12 quarters. The position peaked at $93M in Q1 2023. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Jackson Square Partners reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Jackson Square Partners sold 28,349 Okta shares in Q4 2025, an estimated $2.6M.
Jackson Square Partners first reported a position in Okta in Q4 2022 and held it in 12 quarters.
Jackson Square Partners's Okta position peaked at $93M in Q1 2023.
736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Jackson Square Partners's 13F filing for Q4 2025.