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Laird Norton Wetherby Wealth Management’s Okta OKTA Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$945K Sell
10,306
-759
-7% -$70.9K 0.04% 390
2025
Q2 		$1.11M Buy
+11,065
New +$1.18M 0.05% 333
2024
Q4 		$818K Sell
10,377
-401
-4% -$31.1K 0.04% 385
2024
Q3 		$801K Sell
10,778
-498
-4% -$43.5K 0.04% 413
2024
Q2 		$1.06M Buy
11,276
+5,121
+83% +$485K 0.05% 341
2024
Q1 		$644K Buy
6,155
+46
+0.8% +$4.24K 0.03% 479
2023
Q4 		$553K Sell
6,109
-384
-6% -$29.3K 0.03% 518
2023
Q3 		$529K Sell
6,493
-589
-8% -$44.7K 0.03% 507
2023
Q2 		$491K Sell
7,082
-342
-5% -$26K 0.03% 545
2023
Q1 		$640K Buy
7,424
+577
+8% +$43.9K 0.04% 450
2022
Q4 		$468K Buy
6,847
+1,587
+30% +$90.6K 0.03% 543
2022
Q3 		$299K Buy
5,260
+991
+23% +$85.3K 0.02% 659
2022
Q2 		$386K Buy
4,269
+416
+11% +$44.9K 0.03% 588
2022
Q1 		$582K Buy
3,853
+193
+5% +$34.6K 0.03% 472
2021
Q4 		$820K Sell
3,660
-34
-0.9% -$8.1K 0.05% 362
2021
Q3 		$877K Sell
3,694
-35
-0.9% -$8.69K 0.05% 333
2021
Q2 		$913K Buy
3,729
+131
+4% +$31.6K 0.06% 329
2021
Q1 		$793K Sell
3,598
-221
-6% -$55.5K 0.06% 314
2020
Q4 		$971K Buy
3,819
+2,324
+155% +$552K 0.07% 281
2020
Q3 		$320K Buy
1,495
+178
+14% +$37.1K 0.03% 506
2020
Q2 		$264K Buy
+1,317
New +$224K 0.03% 561
2019
Q1 		– Sell
-4,403
Closed -$281K – 676
2018
Q4 		$281K Buy
4,403
+59
+1% +$3.5K 0.04% 487
2018
Q3 		$306K Buy
+4,344
New +$259K 0.04% 497

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OKTA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Okta (OKTA) stake by 6.9% in Q3 2025, selling an estimated $70.9K and leaving 10,306 shares worth $945K. The position accounts for 0.04% of the portfolio, ranked #390.

Laird Norton Wetherby Wealth Management first reported a position in OKTA in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2025. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 10,306 shares of Okta worth $945K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 759 Okta shares in Q3 2025, an estimated $70.9K.
  • Okta made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #390 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Okta in Q3 2018 and has held it in 23 quarters since.
  • Laird Norton Wetherby Wealth Management's Okta position peaked at $1.11M in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.