KG&L Capital Management’s Okta OKTA Stock Holding History

KG&L Capital Management’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	-5,180	Closed	-$475K	–	236
2025 Q3	$475K	Buy	+5,180	New	+$484K	0.13%	138

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

KG&L Capital Management's OKTA Position: Q4 2025 in Review

KG&L Capital Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 5,180 shares — an estimated $475K sold.

KG&L Capital Management first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $475K in Q3 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

KG&L Capital Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
KG&L Capital Management sold 5,180 Okta shares in Q4 2025, an estimated $475K.
KG&L Capital Management first reported a position in Okta in Q3 2025 and held it in 1 quarter.
KG&L Capital Management's Okta position peaked at $475K in Q3 2025.
736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on KG&L Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.