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
2020 Q1	–	Sell	-16,500	Closed	-$1.9M	–	1831
2019 Q4	$1.9M	Buy	16,500 +14,600	+768%	+$1.68M	0.03%	614
2019 Q3	$187K	Buy	+1,900	New	+$237K	﹤0.01%	1766

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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.