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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
2023
Q3 		– Sell
-15,000
Closed -$1.04M – 1884
2023
Q2 		$1.04M Hold
15,000
– – 0.01% 897
2023
Q1 		$1.29M Buy
+15,000
New +$1.14M 0.01% 803

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

Jefferies Financial Group's OKTA Position: Q2 2025 in Review

Jefferies Financial Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 3,016 shares — an estimated $317K sold.

Jefferies Financial Group first reported a position in OKTA in Q4 2022 and held it in 6 quarters. The position peaked at $5.66M in Q1 2023. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Jefferies Financial Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 3,016 Okta shares in Q2 2025, an estimated $317K.
  • Jefferies Financial Group first reported a position in Okta in Q4 2022 and held it in 6 quarters.
  • Jefferies Financial Group's Okta position peaked at $5.66M in Q1 2023.
  • 748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.