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Tortoise Investment Management’s Okta OKTA Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-6
Closed -$550 – 1057
2025
Q3 		$550 Hold
6
– – ﹤0.01% 1157
2025
Q2 		$600 Buy
6
+4
+200% +$427 ﹤0.01% 1065
2025
Q1 		$210 Hold
2
– – ﹤0.01% 799
2024
Q4 		$158 Hold
2
– – ﹤0.01% 849
2024
Q3 		$149 Hold
2
– – ﹤0.01% 862
2024
Q2 		$187 Hold
2
– – ﹤0.01% 862
2024
Q1 		$209 Hold
2
– – ﹤0.01% 848
2023
Q4 		$181 Hold
2
– – ﹤0.01% 768
2023
Q3 		$163 Hold
2
– – ﹤0.01% 780
2023
Q2 		$139 Hold
2
– – ﹤0.01% 756
2023
Q1 		$172 Hold
2
– – ﹤0.01% 752
2022
Q4 		$137 Buy
+2
New +$114 ﹤0.01% 752

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tortoise Investment Management's OKTA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Okta (OKTA) in Q4 2025, closing a stake of 6 shares — an estimated $550 sold.

Tortoise Investment Management first reported a position in OKTA in Q4 2022 and held it in 12 quarters. The position peaked at $600 in Q2 2025. 739 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 6 Okta shares in Q4 2025, an estimated $550.
  • Tortoise Investment Management first reported a position in Okta in Q4 2022 and held it in 12 quarters.
  • Tortoise Investment Management's Okta position peaked at $600 in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.