PCA
OKTA icon

Pallas Capital Advisors’s Okta OKTA Stock Holding History

Pallas Capital Advisors’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
-4,915
Closed -$451K – 931
2025
Q3 		$451K Sell
4,915
-5,405
-52% -$505K 0.02% 549
2025
Q2 		$1.03M Buy
10,320
+2,530
+32% +$270K 0.04% 323
2025
Q1 		$820K Buy
+7,790
New +$761K 0.03% 337

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 $140B AUM 27.84% 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

Pallas Capital Advisors's OKTA Position: Q4 2025 in Review

Pallas Capital Advisors sold out of Okta (OKTA) in Q4 2025, closing a stake of 4,915 shares — an estimated $451K sold.

Pallas Capital Advisors first reported a position in OKTA in Q1 2025 and held it in 3 quarters. The position peaked at $1.03M in Q2 2025. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Pallas Capital Advisors reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 4,915 Okta shares in Q4 2025, an estimated $451K.
  • Pallas Capital Advisors first reported a position in Okta in Q1 2025 and held it in 3 quarters.
  • Pallas Capital Advisors's Okta position peaked at $1.03M in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Pallas Capital Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.