Sierra Ocean’s Okta OKTA Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-12	Closed	-$1.2K	–	670
2025 Q2	$1.2K	Sell	12 -31	-72%	-$3.31K	﹤0.01%	861
2025 Q1	$4.52K	Buy	43 +26	+153%	+$2.54K	﹤0.01%	612
2024 Q4	$1.34K	Buy	+17	New	+$1.32K	﹤0.01%	855

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sierra Ocean's OKTA Position: Q3 2025 in Review

Sierra Ocean sold out of Okta (OKTA) in Q3 2025, closing a stake of 12 shares — an estimated $1.2K sold.

Sierra Ocean first reported a position in OKTA in Q4 2024 and held it in 3 quarters. The position peaked at $4.52K in Q1 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Sierra Ocean reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 12 Okta shares in Q3 2025, an estimated $1.2K.
Sierra Ocean first reported a position in Okta in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Okta position peaked at $4.52K in Q1 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.