TwinBeech Capital’s Okta OKTA Stock Holding History

TwinBeech Capital’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	-65,905	Closed	-$5.19M	–	890
2024 Q4	$5.19M	Buy	+65,905	New	+$5.11M	0.09%	217
2024 Q3	–	Sell	-10,987	Closed	-$1.03M	–	827
2024 Q2	$1.03M	Sell	10,987 -223,929	-95%	-$21.2M	0.02%	403
2024 Q1	$24.6M	Buy	+234,916	New	+$21.7M	0.51%	55
2023 Q4	–	Sell	-291,844	Closed	-$23.8M	–	838
2023 Q3	$23.8M	Buy	+291,844	New	+$22.1M	0.46%	56
2023 Q2	–	Sell	-272,553	Closed	-$23.5M	–	788
2023 Q1	$23.5M	Buy	272,553 +206,202	+311%	+$15.7M	0.48%	55
2022 Q4	$4.53M	Buy	+66,351	New	+$3.79M	0.09%	272
2022 Q2	–	Sell	-65,194	Closed	-$9.84M	–	661
2022 Q1	$9.84M	Buy	+65,194	New	+$11.7M	0.43%	69
2021 Q4	–	Sell	-20,282	Closed	-$4.81M	–	743
2021 Q3	$4.81M	Buy	+20,282	New	+$5.04M	0.34%	77
2020 Q4	–	Sell	-2,450	Closed	-$524K	–	566
2020 Q3	$524K	Buy	+2,450	New	+$511K	0.11%	251
2020 Q2	–	Sell	-1,703	Closed	-$208K	–	464
2020 Q1	$208K	Buy	+1,703	New	+$214K	0.08%	255

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

TwinBeech Capital's OKTA Position: Q1 2025 in Review

TwinBeech Capital sold out of Okta (OKTA) in Q1 2025, closing a stake of 65,905 shares — an estimated $5.19M sold.

TwinBeech Capital first reported a position in OKTA in Q1 2020 and held it in 10 quarters. The position peaked at $24.6M in Q1 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

TwinBeech Capital reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 65,905 Okta shares in Q1 2025, an estimated $5.19M.
TwinBeech Capital first reported a position in Okta in Q1 2020 and held it in 10 quarters.
TwinBeech Capital's Okta position peaked at $24.6M in Q1 2024.
735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

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