RWI
OKTA icon

Red Wave Investments’s Okta OKTA Stock Holding History

Red Wave Investments’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
-3,391
Closed -$267K – 105
2024
Q4 		$267K Hold
3,391
– – 0.09% 81
2024
Q3 		$252K Hold
3,391
– – 0.09% 87
2024
Q2 		$317K Hold
3,391
– – 0.12% 73
2024
Q1 		$355K Hold
3,391
– – 0.13% 70
2023
Q4 		$307K Sell
3,391
-14
-0.4% -$1.07K 0.12% 75
2023
Q3 		$278K Hold
3,405
– – 0.12% 76
2023
Q2 		$236K Hold
3,405
– – 0.1% 84
2023
Q1 		$294K Hold
3,405
– – 0.12% 72
2022
Q4 		$233K Buy
+3,405
New +$194K 0.1% 83
2022
Q3 		– Sell
-3,466
Closed -$313K – 94
2022
Q2 		$313K Buy
+3,466
New +$374K 0.13% 74

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 $5.7T 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