WCM
OKTA icon

Westerly Capital Management’s Okta OKTA Stock Holding History

Westerly Capital 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
Q1 		– Sell
-58,000
Closed -$4.57M – 47
2024
Q4 		$4.57M Buy
+58,000
New +$4.5M 2.11% 20
2023
Q3 		– Sell
-70,000
Closed -$4.85M – 52
2023
Q2 		$4.85M Buy
+70,000
New +$5.32M 2.56% 12

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Westerly Capital Management's OKTA Position: Q1 2025 in Review

Westerly Capital Management sold out of Okta (OKTA) in Q1 2025, closing a stake of 58,000 shares — an estimated $4.57M sold.

Westerly Capital Management first reported a position in OKTA in Q2 2023 and held it in 2 quarters. The position peaked at $4.85M in Q2 2023. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Westerly Capital Management reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Westerly Capital Management sold 58,000 Okta shares in Q1 2025, an estimated $4.57M.
  • Westerly Capital Management first reported a position in Okta in Q2 2023 and held it in 2 quarters.
  • Westerly Capital Management's Okta position peaked at $4.85M in Q2 2023.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2025.

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