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ORG Partners’s Okta OKTA Stock Holding History

ORG Partners’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 		$11.9K Sell
138
-3
-2% -$262 ﹤0.01% 942
2025
Q3 		$12.9K Sell
141
-333
-70% -$31.1K ﹤0.01% 904
2025
Q2 		$46.7K Sell
474
-237
-33% -$25.3K 0.01% 561
2025
Q1 		$74.4K Sell
711
-9,189
-93% -$898K 0.02% 426
2024
Q4 		$780K Buy
9,900
+4,221
+74% +$327K 0.11% 137
2024
Q3 		$422K Buy
5,679
+419
+8% +$36.6K 0.07% 188
2024
Q2 		$497K Buy
5,260
+5,136
+4,142% +$486K 0.06% 245
2024
Q1 		$12.8K Sell
124
-5,175
-98% -$477K 0.02% 263
2023
Q4 		$480K Buy
5,299
+548
+12% +$41.8K 0.08% 181
2023
Q3 		$387K Buy
4,751
+94
+2% +$7.13K 0.11% 184
2023
Q2 		$323K Buy
+4,657
New +$354K 0.05% 294

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

ORG Partners's OKTA Position: Q4 2025 in Review

ORG Partners reduced its Okta (OKTA) stake by 2.1% in Q4 2025, selling an estimated $262 and leaving 138 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

ORG Partners first reported a position in OKTA in Q2 2023 and has held it in 11 quarters since. The position peaked at $780K in Q4 2024. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • ORG Partners held 138 shares of Okta worth $11.9K as of Q4 2025.
  • ORG Partners sold 3 Okta shares in Q4 2025, an estimated $262.
  • Okta made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #942 holding.
  • ORG Partners first reported a position in Okta in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Okta position peaked at $780K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.