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Paloma Partners’s Okta OKTA Stock Holding History

Paloma 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 		– Sell
-34,789
Closed -$3.19M – 80
2025
Q3 		$3.19M Buy
34,789
+7,072
+26% +$660K 0.52% 43
2025
Q2 		$2.77M Sell
27,717
-30,767
-53% -$3.29M 0.41% 49
2025
Q1 		$6.15M Sell
58,484
-165,569
-74% -$16.2M 0.76% 32
2024
Q4 		$17.7M Buy
224,053
+211,021
+1,619% +$16.4M 0.79% 35
2024
Q3 		$969K Buy
+13,032
New +$1.14M 0.03% 426
2022
Q2 		– Sell
-14,294
Closed -$2.16M – 1548
2022
Q1 		$2.16M Sell
14,294
-18,422
-56% -$3.3M 0.06% 226
2021
Q4 		$7.33M Buy
+32,716
New +$7.79M 0.11% 145
2021
Q3 		– Sell
-29,140
Closed -$7.13M – 1665
2021
Q2 		$7.13M Buy
29,140
+27,500
+1,677% +$6.64M 0.13% 135
2021
Q1 		$361K Sell
1,640
-5,925
-78% -$1.49M 0.01% 1366
2020
Q4 		$1.92M Sell
7,565
-2,501
-25% -$594K 0.05% 376
2020
Q3 		$2.15M Buy
10,066
+3,181
+46% +$663K 0.05% 365
2020
Q2 		$1.38M Buy
6,885
+6,620
+2,498% +$1.12M 0.02% 779
2020
Q1 		$32K Sell
265
-12,009
-98% -$1.51M ﹤0.01% 1136
2019
Q4 		$1.42M Buy
+12,274
New +$1.41M 0.02% 768
2019
Q3 		– Sell
-3,000
Closed -$375K – 2182
2019
Q2 		$371K Buy
3,000
+543
+22% +$58.9K 0.01% 1183
2019
Q1 		$203K Buy
+2,457
New +$194K ﹤0.01% 1517
2017
Q4 		– Sell
-7,379
Closed -$208K – 2184
2017
Q3 		$208K Buy
+7,379
New +$187K ﹤0.01% 1977

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

Paloma Partners's OKTA Position: Q4 2025 in Review

Paloma Partners sold out of Okta (OKTA) in Q4 2025, closing a stake of 34,789 shares — an estimated $3.19M sold.

Paloma Partners first reported a position in OKTA in Q3 2017 and held it in 17 quarters. The position peaked at $17.7M in Q4 2024. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Paloma Partners reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Paloma Partners sold 34,789 Okta shares in Q4 2025, an estimated $3.19M.
  • Paloma Partners first reported a position in Okta in Q3 2017 and held it in 17 quarters.
  • Paloma Partners's Okta position peaked at $17.7M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.