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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
2022
Q2 		– Sell
-300
Closed -$45K – 1547
2022
Q1 		$45K Sell
300
-2,700
-90% -$484K ﹤0.01% 1673
2021
Q4 		$672K Buy
+3,000
New +$715K 0.01% 942
2021
Q3 		– Sell
-15,500
Closed -$3.79M – 1664
2021
Q2 		$3.79M Buy
15,500
+100
+0.6% +$24.1K 0.07% 258
2021
Q1 		$3.4M Buy
+15,400
New +$3.87M 0.07% 238
2020
Q4 		– Sell
-13,700
Closed -$2.93M – 2073
2020
Q3 		$2.93M Buy
13,700
+12,600
+1,145% +$2.63M 0.07% 268
2020
Q2 		$220K Sell
1,100
-1,800
-62% -$306K ﹤0.01% 1638
2020
Q1 		$354K Sell
2,900
-15,200
-84% -$1.91M 0.02% 617
2019
Q4 		$2.09M Buy
18,100
+17,700
+4,425% +$2.04M 0.03% 570
2019
Q3 		$39K Buy
+400
New +$50K ﹤0.01% 1884

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.