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NFJ Investment Group’s Okta OKTA Stock Holding History

NFJ Investment 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
Q4 		– Sell
-29,278
Closed -$2.68M – 278
2025
Q3 		$2.68M Buy
+29,278
New +$2.73M 0.09% 165
2021
Q4 		– Sell
-1,380
Closed -$327K – 375
2021
Q3 		$327K Sell
1,380
-300
-18% -$74.5K 0.01% 363
2021
Q2 		$411K Buy
+1,680
New +$405K 0.01% 370

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

NFJ Investment Group's OKTA Position: Q4 2025 in Review

NFJ Investment Group sold out of Okta (OKTA) in Q4 2025, closing a stake of 29,278 shares — an estimated $2.68M sold.

NFJ Investment Group first reported a position in OKTA in Q2 2021 and held it in 3 quarters. The position peaked at $2.68M in Q3 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • NFJ Investment Group reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • NFJ Investment Group sold 29,278 Okta shares in Q4 2025, an estimated $2.68M.
  • NFJ Investment Group first reported a position in Okta in Q2 2021 and held it in 3 quarters.
  • NFJ Investment Group's Okta position peaked at $2.68M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.