LG
OKTA icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return