Sciencast Management’s Okta OKTA Stock Holding History

Sciencast 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 Q1	–	Sell	-22,861	Closed	-$1.8M	–	324
2024 Q4	$1.8M	Sell	22,861 -14,443	-39%	-$1.12M	0.49%	91
2024 Q3	$2.77M	Buy	+37,304	New	+$3.26M	0.82%	50
2023 Q4	–	Sell	-3,447	Closed	-$281K	–	371
2023 Q3	$281K	Buy	+3,447	New	+$261K	0.13%	245
2023 Q2	–	Sell	-4,151	Closed	-$314K	–	292
2023 Q1	$314K	Buy	+4,151	New	+$316K	0.42%	112
2021 Q2	–	Sell	-7,153	Closed	-$1.72M	–	631
2021 Q1	$1.72M	Sell	7,153 -8,966	-56%	-$2.25M	0.34%	87
2020 Q4	$3.95M	Buy	+16,119	New	+$3.83M	0.82%	19
2020 Q3	–	Sell	-1,375	Closed	-$280K	–	500
2020 Q2	$280K	Buy	+1,375	New	+$233K	0.07%	352
2019 Q3	–	Sell	-3,844	Closed	-$527K	–	454
2019 Q2	$527K	Buy	+3,844	New	+$417K	0.3%	123

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sciencast Management's OKTA Position: Q1 2025 in Review

Sciencast Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 22,861 shares — an estimated $1.8M sold.

Sciencast Management first reported a position in OKTA in Q2 2019 and held it in 8 quarters. The position peaked at $3.95M in Q4 2020. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

Sciencast Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
Sciencast Management sold 22,861 Okta shares in Q1 2025, an estimated $1.8M.
Sciencast Management first reported a position in Okta in Q2 2019 and held it in 8 quarters.
Sciencast Management's Okta position peaked at $3.95M in Q4 2020.
735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Sciencast Management's 13F filing for Q1 2025, filed 16 May 2025.