JFG
OKTA icon

Jefferies Financial Group’s Okta OKTA Stock Holding History

Jefferies Financial Group’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
-3,016
Closed -$317K – 1673
2025
Q1 		$317K Sell
3,016
-1,984
-40% -$194K ﹤0.01% 1215
2024
Q4 		$394K Buy
+5,000
New +$388K ﹤0.01% 1180
2024
Q1 		– Sell
-5,473
Closed -$495K – 1903
2023
Q4 		$495K Buy
+5,473
New +$418K ﹤0.01% 1221
2023
Q3 		– Sell
-10,000
Closed -$694K – 1883
2023
Q2 		$694K Sell
10,000
-55,594
-85% -$4.22M 0.01% 1062
2023
Q1 		$5.66M Buy
65,594
+62,557
+2,060% +$4.76M 0.05% 329
2022
Q4 		$208K Buy
+3,037
New +$173K ﹤0.01% 1289

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return