Jump Financial’s Okta OKTA Stock Holding History

Jump Financial’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	-2,289	Closed	-$241K	–	2053
2025 Q1	$241K	Sell	2,289 -40,379	-95%	-$3.94M	﹤0.01%	1361
2024 Q4	$3.36M	Buy	42,668 +31,358	+277%	+$2.43M	0.07%	359
2024 Q3	$841K	Buy	+11,310	New	+$988K	0.02%	865
2024 Q2	–	Sell	-16,613	Closed	-$1.74M	–	2129
2024 Q1	$1.74M	Buy	+16,613	New	+$1.53M	0.05%	521
2023 Q3	–	Sell	-3,745	Closed	-$260K	–	2142
2023 Q2	$260K	Buy	+3,745	New	+$284K	0.01%	1388
2022 Q2	–	Sell	-17,464	Closed	-$2.64M	–	1898
2022 Q1	$2.64M	Buy	17,464 +9,295	+114%	+$1.67M	0.11%	220
2021 Q4	$1.83M	Buy	+8,169	New	+$1.95M	0.11%	228
2021 Q3	–	Sell	-6,795	Closed	-$1.66M	–	1384
2021 Q2	$1.66M	Buy	+6,795	New	+$1.64M	0.16%	152
2021 Q1	–	Sell	-887	Closed	-$226K	–	1189
2020 Q4	$226K	Sell	887 -1,713	-66%	-$407K	0.04%	726
2020 Q3	$556K	Buy	+2,600	New	+$542K	0.11%	289

Other funds holding OKTA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return