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Leuthold Group’s Okta OKTA Stock Holding History

Leuthold Group’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 		– Sell
-31,697
Closed -$3.17M – 226
2025
Q2 		$3.17M Sell
31,697
-518
-2% -$55.3K 0.38% 98
2025
Q1 		$3.39M Buy
+32,215
New +$3.15M 0.44% 90
2024
Q2 		– Sell
-70,262
Closed -$7.35M – 200
2024
Q1 		$7.35M Sell
70,262
-146
-0.2% -$13.5K 0.83% 40
2023
Q4 		$6.37M Sell
70,408
-46
-0.1% -$3.51K 0.8% 46
2023
Q3 		$5.74M Sell
70,454
-1,146
-2% -$86.9K 0.81% 37
2023
Q2 		$4.97M Buy
+71,600
New +$5.44M 0.64% 57

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

Leuthold Group's OKTA Position: Q3 2025 in Review

Leuthold Group sold out of Okta (OKTA) in Q3 2025, closing a stake of 31,697 shares — an estimated $3.17M sold.

Leuthold Group first reported a position in OKTA in Q2 2023 and held it in 6 quarters. The position peaked at $7.35M in Q1 2024. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Leuthold Group reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Leuthold Group sold 31,697 Okta shares in Q3 2025, an estimated $3.17M.
  • Leuthold Group first reported a position in Okta in Q2 2023 and held it in 6 quarters.
  • Leuthold Group's Okta position peaked at $7.35M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Leuthold Group's 13F filing for Q3 2025, filed 6 Nov 2025.