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Pathway Financial Advisers’s Okta OKTA Stock Holding History

Pathway Financial Advisers’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
Closed -$3.12K – 288
2025
Q3 		$3.12K Buy
+34
New +$3.17K ﹤0.01% 364
2025
Q1 		– Sell
-34
Closed -$2.68K – 334
2024
Q4 		$2.68K Buy
+34
New +$2.64K ﹤0.01% 419

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 $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

Pathway Financial Advisers's OKTA Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Okta (OKTA) in Q4 2025, closing a stake of 34 shares — an estimated $3.12K sold.

Pathway Financial Advisers first reported a position in OKTA in Q4 2024 and held it in 2 quarters. The position peaked at $3.12K in Q3 2025. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 34 Okta shares in Q4 2025, an estimated $3.12K.
  • Pathway Financial Advisers first reported a position in Okta in Q4 2024 and held it in 2 quarters.
  • Pathway Financial Advisers's Okta position peaked at $3.12K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.