West Tower Group’s Okta OKTA Stock Holding History

West Tower 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
2025 Q1	–	Sell	-3,000	Closed	-$236K	–	90
2024 Q4	$236K	Buy	+3,000	New	+$233K	0.52%	63
2024 Q3	–	Sell	-2,000	Closed	-$187K	–	133
2024 Q2	$187K	Hold	2,000	–	–	0.51%	50
2024 Q1	$209K	Buy	2,000 +1,890	+1,718%	+$174K	0.63%	43
2023 Q4	$9.96K	Buy	+110	New	+$8.39K	0.02%	358

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

West Tower Group's OKTA Position: Q1 2025 in Review

West Tower Group sold out of Okta (OKTA) in Q1 2025, closing a stake of 3,000 shares — an estimated $236K sold.

West Tower Group first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $236K in Q4 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

West Tower Group reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
West Tower Group sold 3,000 Okta shares in Q1 2025, an estimated $236K.
West Tower Group first reported a position in Okta in Q4 2023 and held it in 4 quarters.
West Tower Group's Okta position peaked at $236K in Q4 2024.
735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on West Tower Group's 13F filing for Q1 2025, filed 9 May 2025.