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Sandy Spring Bank’s Okta OKTA Stock Holding History

Sandy Spring Bank’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 		$5.47K Sell
52
-44
-46% -$4.3K ﹤0.01% 934
2024
Q4 		$7.57K Sell
96
-500
-84% -$38.8K ﹤0.01% 902
2024
Q3 		$44.3K Hold
596
– – ﹤0.01% 606
2024
Q2 		$55.8K Sell
596
-31
-5% -$2.94K ﹤0.01% 565
2024
Q1 		$65.6K Hold
627
– – ﹤0.01% 526
2023
Q4 		$56.8K Buy
627
+31
+5% +$2.37K ﹤0.01% 536
2023
Q3 		$48.6K Hold
596
– – ﹤0.01% 550
2023
Q2 		$41.3K Sell
596
-33
-5% -$2.51K ﹤0.01% 580
2023
Q1 		$54.2K Sell
629
-150
-19% -$11.4K ﹤0.01% 519
2022
Q4 		$53.2K Sell
779
-105
-12% -$6K ﹤0.01% 522
2022
Q3 		$50K Buy
884
+25
+3% +$2.15K ﹤0.01% 513
2022
Q2 		$78K Buy
859
+50
+6% +$5.4K ﹤0.01% 444
2022
Q1 		$122K Hold
809
– – 0.01% 397
2021
Q4 		$182K Sell
809
-150
-16% -$35.7K 0.01% 351
2021
Q3 		$227K Buy
959
+107
+13% +$26.6K 0.01% 326
2021
Q2 		$209K Buy
852
+25
+3% +$6.03K 0.01% 331
2021
Q1 		$182K Hold
827
– – 0.01% 334
2020
Q4 		$210K Buy
827
+175
+27% +$41.6K 0.01% 314
2020
Q3 		$139K Hold
652
– – 0.01% 331
2020
Q2 		$131K Buy
+652
New +$111K 0.01% 328

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

Sandy Spring Bank's OKTA Position: Q1 2025 in Review

Sandy Spring Bank reduced its Okta (OKTA) stake by 46% in Q1 2025, selling an estimated $4.3K and leaving 52 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Sandy Spring Bank first reported a position in OKTA in Q2 2020 and has held it in 20 quarters since. The position peaked at $227K in Q3 2021. 733 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Sandy Spring Bank held 52 shares of Okta worth $5.47K as of Q1 2025.
  • Sandy Spring Bank sold 44 Okta shares in Q1 2025, an estimated $4.3K.
  • Okta made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #934 holding.
  • Sandy Spring Bank first reported a position in Okta in Q2 2020 and has held it in 20 quarters since.
  • Sandy Spring Bank's Okta position peaked at $227K in Q3 2021.
  • 733 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.