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Scott Ferguson’s Okta OKTA Stock Holding History

Scott Ferguson’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
-1,340,000
Closed -$106M – 17
2024
Q4 		$106M Buy
+1,340,000
New +$104M 5.82% 9
2024
Q2 		– Sell
-475,900
Closed -$49.8M – 20
2024
Q1 		$49.8M Sell
475,900
-407,600
-46% -$37.6M 2.13% 12
2023
Q4 		$80M Buy
883,500
+454,500
+106% +$34.7M 3.74% 7
2023
Q3 		$35M Sell
429,000
-801,000
-65% -$60.7M 1.63% 11
2023
Q2 		$85.3M Buy
1,230,000
+623,500
+103% +$47.3M 3.56% 9
2023
Q1 		$52.3M Sell
606,500
-260,000
-30% -$19.8M 2.32% 11
2022
Q4 		$59.2M Buy
+866,500
New +$49.5M 2.31% 11

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

Scott Ferguson's OKTA Position: Q1 2025 in Review

Scott Ferguson sold out of Okta (OKTA) in Q1 2025, closing a stake of 1,340,000 shares — an estimated $106M sold.

Scott Ferguson first reported a position in OKTA in Q4 2022 and held it in 7 quarters. The position peaked at $106M in Q4 2024. 734 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Scott Ferguson reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Scott Ferguson sold 1,340,000 Okta shares in Q1 2025, an estimated $106M.
  • Scott Ferguson first reported a position in Okta in Q4 2022 and held it in 7 quarters.
  • Scott Ferguson's Okta position peaked at $106M in Q4 2024.
  • 734 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Sachem Head Capital Management's 13F filing for Q1 2025, filed 15 May 2025.