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Prime Capital Investment Advisors’s Okta OKTA Stock Holding History

Prime Capital Investment Advisors’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
-3,173
Closed -$291K – 1082
2025
Q3 		$291K Buy
3,173
+90
+3% +$8.4K ﹤0.01% 805
2025
Q2 		$308K Buy
+3,083
New +$329K ﹤0.01% 757
2021
Q2 		– Sell
-340
Closed -$75K – 492
2021
Q1 		$75K Buy
340
+219
+181% +$55K 0.01% 303
2020
Q4 		$31K Buy
121
+74
+157% +$17.6K ﹤0.01% 359
2020
Q3 		$10K Hold
47
– – ﹤0.01% 403
2020
Q2 		$9K Sell
47
-107
-69% -$18.2K ﹤0.01% 421
2020
Q1 		$19K Buy
154
+114
+285% +$14.3K ﹤0.01% 362
2019
Q4 		$5K Sell
40
-100
-71% -$11.5K ﹤0.01% 533
2019
Q3 		$14K Buy
+140
New +$17.5K ﹤0.01% 471

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Prime Capital Investment Advisors's OKTA Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of Okta (OKTA) in Q4 2025, closing a stake of 3,173 shares — an estimated $291K sold.

Prime Capital Investment Advisors first reported a position in OKTA in Q3 2019 and held it in 9 quarters. The position peaked at $308K in Q2 2025. 738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,173 Okta shares in Q4 2025, an estimated $291K.
  • Prime Capital Investment Advisors first reported a position in Okta in Q3 2019 and held it in 9 quarters.
  • Prime Capital Investment Advisors's Okta position peaked at $308K in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.