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Regatta Capital Group’s Okta OKTA Stock Holding History

Regatta Capital Group’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
-2,514
Closed -$231K – 222
2025
Q3 		$231K Buy
+2,514
New +$235K 0.04% 197

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 $3.38T AUM 44.17% 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

Regatta Capital Group's OKTA Position: Q4 2025 in Review

Regatta Capital Group sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,514 shares — an estimated $231K sold.

Regatta Capital Group first reported a position in OKTA in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Regatta Capital Group reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Regatta Capital Group sold 2,514 Okta shares in Q4 2025, an estimated $231K.
  • Regatta Capital Group first reported a position in Okta in Q3 2025 and held it in 1 quarter.
  • Regatta Capital Group's Okta position peaked at $231K in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Regatta Capital Group's 13F filing for Q4 2025, filed 13 Jan 2026.