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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
2022
Q1 		– Sell
-22,700
Closed -$5.09M – 2112
2021
Q4 		$5.09M Buy
+22,700
New +$5.41M 0.13% 96
2021
Q1 		– Sell
-1,000
Closed -$254K – 1741
2020
Q4 		$254K Buy
+1,000
New +$238K 0.01% 996

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.