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Kimelman & Baird’s Okta OKTA Stock Holding History

Kimelman & Baird’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
-8
Closed -$734 – 289
2025
Q3 		$734 Hold
8
– – ﹤0.01% 287
2025
Q2 		$800 Hold
8
– – ﹤0.01% 310
2025
Q1 		$842 Hold
8
– – ﹤0.01% 307
2024
Q4 		$631 Hold
8
– – ﹤0.01% 328
2024
Q3 		$595 Hold
8
– – ﹤0.01% 335
2024
Q2 		$749 Buy
+8
New +$757 ﹤0.01% 334

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kimelman & Baird's OKTA Position: Q4 2025 in Review

Kimelman & Baird sold out of Okta (OKTA) in Q4 2025, closing a stake of 8 shares — an estimated $734 sold.

Kimelman & Baird first reported a position in OKTA in Q2 2024 and held it in 6 quarters. The position peaked at $842 in Q1 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Kimelman & Baird reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 8 Okta shares in Q4 2025, an estimated $734.
  • Kimelman & Baird first reported a position in Okta in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Okta position peaked at $842 in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.