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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
2021
Q3 		– Sell
-45,000
Closed -$11M – 362
2021
Q2 		$11M Buy
45,000
+30,000
+200% +$7.24M 0.44% 48
2021
Q1 		$3.31M Sell
15,000
-10,000
-40% -$2.51M 0.12% 90
2020
Q4 		$6.36M Buy
+25,000
New +$5.94M 0.31% 78

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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. 738 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.
  • 738 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.