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Prelude Capital Management’s Okta OKTA Stock Holding History

Prelude Capital Management’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
-4,406
Closed -$404K – 1482
2025
Q3 		$404K Buy
4,406
+1,406
+47% +$131K 0.03% 581
2025
Q2 		$300K Sell
3,000
-3,206
-52% -$342K 0.03% 612
2025
Q1 		$653K Buy
+6,206
New +$606K 0.05% 426
2024
Q2 		– Sell
-2,019
Closed -$211K – 1412
2024
Q1 		$211K Buy
+2,019
New +$186K 0.01% 1080
2023
Q4 		– Sell
-6,337
Closed -$517K – 1266
2023
Q3 		$517K Buy
6,337
+2,690
+74% +$204K 0.03% 467
2023
Q2 		$253K Buy
+3,647
New +$277K 0.02% 725
2022
Q4 		– Sell
-12,448
Closed -$708K – 1526
2022
Q3 		$708K Buy
12,448
+4,268
+52% +$367K 0.03% 523
2022
Q2 		$739K Buy
+8,180
New +$883K 0.02% 633
2022
Q1 		– Sell
-906
Closed -$203K – 2111
2021
Q4 		$203K Sell
906
-6,349
-88% -$1.51M 0.01% 1567
2021
Q3 		$1.72M Sell
7,255
-637
-8% -$158K 0.04% 361
2021
Q2 		$1.93M Buy
7,892
+2,487
+46% +$600K 0.06% 315
2021
Q1 		$1.19M Sell
5,405
-3,427
-39% -$861K 0.03% 532
2020
Q4 		$2.25M Buy
8,832
+3,871
+78% +$920K 0.06% 264
2020
Q3 		$1.06M Buy
4,961
+3,915
+374% +$816K 0.05% 269
2020
Q2 		$209K Buy
+1,046
New +$178K 0.01% 729
2019
Q2 		– Sell
-8,044
Closed -$665K – 2021
2019
Q1 		$665K Sell
8,044
-13,858
-63% -$1.1M 0.04% 425
2018
Q4 		$1.4M Buy
21,902
+12,064
+123% +$715K 0.09% 256
2018
Q3 		$692K Sell
9,838
-11,196
-53% -$667K 0.04% 447
2018
Q2 		$1.06M Sell
21,034
-10,893
-34% -$518K 0.07% 317
2018
Q1 		$1.27M Buy
31,927
+610
+2% +$20.4K 0.09% 219
2017
Q4 		$802K Buy
+31,317
New +$876K 0.06% 298

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

Prelude Capital Management's OKTA Position: Q4 2025 in Review

Prelude Capital Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 4,406 shares — an estimated $404K sold.

Prelude Capital Management first reported a position in OKTA in Q4 2017 and held it in 21 quarters. The position peaked at $2.25M in Q4 2020. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Prelude Capital Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 4,406 Okta shares in Q4 2025, an estimated $404K.
  • Prelude Capital Management first reported a position in Okta in Q4 2017 and held it in 21 quarters.
  • Prelude Capital Management's Okta position peaked at $2.25M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.