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Pursue Wealth Partners’s Okta OKTA Stock Holding History

Pursue Wealth 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
2025
Q1 		– Sell
-21,235
Closed -$1.67M – 129
2024
Q4 		$1.67M Buy
+21,235
New +$1.65M 0.96% 33
2023
Q3 		– Sell
-25,692
Closed -$1.78M – 99
2023
Q2 		$1.78M Sell
25,692
-4,703
-15% -$357K 1.12% 28
2023
Q1 		$2.62M Buy
+30,395
New +$2.31M 1.79% 21

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Pursue Wealth Partners's OKTA Position: Q1 2025 in Review

Pursue Wealth Partners sold out of Okta (OKTA) in Q1 2025, closing a stake of 21,235 shares — an estimated $1.67M sold.

Pursue Wealth Partners first reported a position in OKTA in Q1 2023 and held it in 3 quarters. The position peaked at $2.62M in Q1 2023. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Pursue Wealth Partners reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 21,235 Okta shares in Q1 2025, an estimated $1.67M.
  • Pursue Wealth Partners first reported a position in Okta in Q1 2023 and held it in 3 quarters.
  • Pursue Wealth Partners's Okta position peaked at $2.62M in Q1 2023.
  • 733 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Pursue Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.