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Lindbrook Capital’s Okta OKTA Stock Holding History

Lindbrook Capital’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 		$62.6K Buy
595
+263
+79% +$25.7K 0.01% 899
2024
Q4 		$26.2K Sell
332
-128
-28% -$9.92K ﹤0.01% 1131
2024
Q3 		$34.2K Sell
460
-36
-7% -$3.15K ﹤0.01% 1003
2024
Q2 		$46.4K Sell
496
-256
-34% -$24.2K ﹤0.01% 825
2024
Q1 		$78.6K Sell
752
-30
-4% -$2.77K 0.01% 613
2023
Q4 		$70.8K Buy
782
+298
+62% +$22.7K 0.01% 634
2023
Q3 		$39.4K Sell
484
-24
-5% -$1.82K ﹤0.01% 767
2023
Q2 		$35.2K Sell
508
-22
-4% -$1.67K ﹤0.01% 837
2023
Q1 		$45.7K Buy
530
+8
+2% +$609 0.01% 729
2022
Q4 		$35.7K Buy
522
+270
+107% +$15.4K ﹤0.01% 818
2022
Q3 		$14K Sell
252
-444
-64% -$38.2K ﹤0.01% 1174
2022
Q2 		$63K Buy
696
+270
+63% +$29.2K 0.01% 580
2022
Q1 		$64K Sell
426
-11
-3% -$1.97K 0.01% 608
2021
Q4 		$98K Sell
437
-126
-22% -$30K 0.01% 500
2021
Q3 		$134K Buy
563
+16
+3% +$3.97K 0.04% 218
2021
Q2 		$134K Buy
547
+112
+26% +$27K 0.03% 236
2021
Q1 		$96K Sell
435
-62
-12% -$15.6K 0.02% 284
2020
Q4 		$126K Buy
497
+117
+31% +$27.8K 0.03% 203
2020
Q3 		$81K Buy
380
+3
+0.8% +$625 0.02% 249
2020
Q2 		$75K Buy
377
+53
+16% +$9K 0.02% 266
2020
Q1 		$40K Buy
324
+124
+62% +$15.6K 0.02% 371
2019
Q4 		$23K Sell
200
-100
-33% -$11.5K 0.01% 687
2019
Q3 		$30K Buy
300
+70
+30% +$8.74K 0.01% 573
2019
Q2 		$28K Buy
230
+100
+77% +$10.9K 0.01% 597
2019
Q1 		$10K Hold
130
– – ﹤0.01% 898
2018
Q4 		$8K Buy
+130
New +$7.71K ﹤0.01% 890

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
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

Lindbrook Capital's OKTA Position: Q1 2025 in Review

Lindbrook Capital increased its Okta (OKTA) stake by 79% in Q1 2025, buying an estimated $25.7K and bringing the position to 595 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #899.

Lindbrook Capital first reported a position in OKTA in Q4 2018 and has held it in 26 quarters since. The position peaked at $134K in Q3 2021. 734 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Lindbrook Capital held 595 shares of Okta worth $62.6K as of Q1 2025.
  • Lindbrook Capital bought 263 Okta shares in Q1 2025, an estimated $25.7K.
  • Okta made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #899 holding.
  • Lindbrook Capital first reported a position in Okta in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Okta position peaked at $134K in Q3 2021.
  • 734 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.