Lombard Odier Asset Management (USA)’s Okta OKTA Stock Holding History

Lombard Odier Asset Management (USA)’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 Q4	–	Sell	-3,304	Closed	-$303K	–	364
2025 Q3	$303K	Buy	+3,304	New	+$308K	0.02%	358
2025 Q1	–	Sell	-3,583	Closed	-$282K	–	293
2024 Q4	$282K	Buy	+3,583	New	+$278K	0.02%	250
2024 Q2	–	Sell	-2,041	Closed	-$214K	–	370
2024 Q1	$214K	Sell	2,041 -200	-9%	-$18.4K	0.01%	319
2023 Q4	$203K	Sell	2,241 -1,220	-35%	-$93.1K	﹤0.01%	332
2023 Q3	$282K	Buy	+3,461	New	+$262K	0.01%	286
2022 Q3	–	Sell	-42,500	Closed	-$3.84M	–	427
2022 Q2	$3.84M	Buy	42,500 +10,000	+31%	+$1.08M	0.15%	123
2022 Q1	$4.91M	Buy	+32,500	New	+$5.83M	0.18%	88

Other funds holding OKTA

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Lombard Odier Asset Management (USA)'s OKTA Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of Okta (OKTA) in Q4 2025, closing a stake of 3,304 shares — an estimated $303K sold.

Lombard Odier Asset Management (USA) first reported a position in OKTA in Q1 2022 and held it in 7 quarters. The position peaked at $4.91M in Q1 2022. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Lombard Odier Asset Management (USA) reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 3,304 Okta shares in Q4 2025, an estimated $303K.
Lombard Odier Asset Management (USA) first reported a position in Okta in Q1 2022 and held it in 7 quarters.
Lombard Odier Asset Management (USA)'s Okta position peaked at $4.91M in Q1 2022.
737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.