LB Partners’s Okta OKTA Stock Holding History

LB Partners’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 Q1	–	Sell	-15,000	Closed	-$1.18M	–	24
2024 Q4	$1.18M	Hold	15,000	–	–	0.89%	16
2024 Q3	$1.12M	Buy	+15,000	New	+$1.31M	0.97%	16

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

LB Partners's OKTA Position: Q1 2025 in Review

LB Partners sold out of Okta (OKTA) in Q1 2025, closing a stake of 15,000 shares — an estimated $1.18M sold.

LB Partners first reported a position in OKTA in Q3 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2024. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

LB Partners reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
LB Partners sold 15,000 Okta shares in Q1 2025, an estimated $1.18M.
LB Partners first reported a position in Okta in Q3 2024 and held it in 2 quarters.
LB Partners's Okta position peaked at $1.18M in Q4 2024.
732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on LB Partners's 13F filing for Q1 2025, filed 29 Apr 2025.