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Reflection Asset Management’s Okta OKTA Stock Holding History

Reflection Asset 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
2025
Q4 		$13.8K Buy
+160
New +$14K 0.01% 443

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 $2.3T AUM 54.33% 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 $495B AUM 43.24% 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 $550B AUM 43.33% 1-Year Est. Return

Reflection Asset Management's OKTA Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Okta (OKTA) in Q4 2025: 160 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

738 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Reflection Asset Management held 160 shares of Okta worth $13.8K as of Q4 2025.
  • Okta was a new Reflection Asset Management position in Q4 2025.
  • Okta made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #443 holding.
  • 738 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.