OQS
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Occudo Quantitative Strategies’s Okta OKTA Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-40,090
Closed -$4.33M – 824
2025
Q1 		$4.33M Buy
40,090
+33,726
+530% +$3.29M 0.58% 34
2024
Q4 		$501K Buy
+6,364
New +$493K 0.09% 311
2024
Q3 		– Sell
-3,414
Closed -$320K – 939
2024
Q2 		$320K Sell
3,414
-5,256
-61% -$498K 0.06% 438
2024
Q1 		$907K Buy
+8,670
New +$800K 0.16% 185
2023
Q4 		– Sell
-3,218
Closed -$262K – 1079
2023
Q3 		$262K Sell
3,218
-10,008
-76% -$759K 0.03% 718
2023
Q2 		$917K Sell
13,226
-2,433
-16% -$185K 0.1% 362
2023
Q1 		$1.35M Buy
+15,659
New +$1.19M 0.12% 242
2022
Q4 		– Sell
-71,624
Closed -$4.07M – 1251
2022
Q3 		$4.07M Buy
71,624
+67,851
+1,798% +$5.84M 0.32% 57
2022
Q2 		$341K Sell
3,773
-11,590
-75% -$1.25M 0.03% 754
2022
Q1 		$2.32M Buy
+15,363
New +$2.75M 0.19% 131
2021
Q4 		– Sell
-7,903
Closed -$1.88M – 1203
2021
Q3 		$1.88M Sell
7,903
-6,108
-44% -$1.52M 0.22% 94
2021
Q2 		$3.43M Buy
+14,011
New +$3.38M 0.52% 15

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return