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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Red Wave Investments's OKTA Position: Q1 2025 in Review

Red Wave Investments sold out of Okta (OKTA) in Q1 2025, closing a stake of 3,391 shares — an estimated $267K sold.

Red Wave Investments first reported a position in OKTA in Q2 2022 and held it in 10 quarters. The position peaked at $355K in Q1 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Red Wave Investments reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Red Wave Investments sold 3,391 Okta shares in Q1 2025, an estimated $267K.
  • Red Wave Investments first reported a position in Okta in Q2 2022 and held it in 10 quarters.
  • Red Wave Investments's Okta position peaked at $355K in Q1 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Red Wave Investments's 13F filing for Q1 2025, filed 2 May 2025.