Stanley-Laman Group’s Okta OKTA Stock Holding History

Stanley-Laman 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
2026 Q1	–	Sell	-3,971	Closed	-$343K	–	314
2025 Q4	$343K	Buy	+3,971	New	+$347K	0.04%	248
2025 Q3	–	Sell	-42,600	Closed	-$4.26M	–	299
2025 Q2	$4.26M	Sell	42,600 -52,404	-55%	-$5.6M	0.63%	60
2025 Q1	$10M	Buy	95,004 +36,909	+64%	+$3.61M	1.54%	2
2024 Q4	$4.58M	Sell	58,095 -4,407	-7%	-$342K	0.64%	53
2024 Q3	$4.65M	Sell	62,502 -9,729	-13%	-$850K	0.65%	53
2024 Q2	$6.76M	Sell	72,231 -8,719	-11%	-$825K	0.97%	16
2024 Q1	$8.47M	Sell	80,950 -1,321	-2%	-$122K	1.19%	13
2023 Q4	$7.45M	Sell	82,271 -4,591	-5%	-$350K	1.14%	23
2023 Q3	$7.08M	Sell	86,862 -2,681	-3%	-$203K	1.21%	14
2023 Q2	$6.21M	Sell	89,543 -944	-1%	-$71.7K	1.03%	24
2023 Q1	$7.8M	Sell	90,487 -18,489	-17%	-$1.41M	1.39%	8
2022 Q4	$7.45M	Sell	108,976 -33,478	-24%	-$1.91M	1.42%	4
2022 Q3	$8.1M	Buy	142,454 +68,352	+92%	+$5.88M	1.54%	9
2022 Q2	$6.7M	Buy	+74,102	New	+$8M	1.19%	10
2022 Q1	–	Sell	-31,528	Closed	-$7.07M	–	300
2021 Q4	$7.07M	Sell	31,528 -567	-2%	-$135K	0.83%	38
2021 Q3	$7.62M	Buy	32,095 +30,398	+1,791%	+$7.55M	0.99%	29
2021 Q2	$415K	Buy	+1,697	New	+$410K	0.06%	222

Other funds holding OKTA

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return