Westfield Capital Management’s Okta OKTA Stock Holding History

Westfield 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 Q3	–	Sell	-570,323	Closed	-$57M	–	268
2025 Q2	$57M	Sell	570,323 -8,623	-1%	-$921K	0.24%	126
2025 Q1	$60.9M	Sell	578,946 -223,480	-28%	-$21.8M	0.3%	104
2024 Q4	$63.2M	Buy	+802,426	New	+$62.2M	0.28%	113
2024 Q1	–	Sell	-493,029	Closed	-$44.6M	–	259
2023 Q4	$44.6M	Sell	493,029 -197,305	-29%	-$15.1M	0.26%	143
2023 Q3	$56.3M	Buy	690,334 +79,773	+13%	+$6.05M	0.38%	102
2023 Q2	$42.3M	Sell	610,561 -127,903	-17%	-$9.71M	0.27%	132
2023 Q1	$63.7M	Sell	738,464 -47,720	-6%	-$3.63M	0.45%	83
2022 Q4	$53.7M	Buy	786,184 +57,231	+8%	+$3.27M	0.41%	99
2022 Q3	$41.5M	Buy	+728,953	New	+$62.7M	0.33%	121

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westfield Capital Management's OKTA Position: Q3 2025 in Review

Westfield Capital Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 570,323 shares — an estimated $57M sold.

Westfield Capital Management first reported a position in OKTA in Q3 2022 and held it in 9 quarters. The position peaked at $63.7M in Q1 2023. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Westfield Capital Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Westfield Capital Management sold 570,323 Okta shares in Q3 2025, an estimated $57M.
Westfield Capital Management first reported a position in Okta in Q3 2022 and held it in 9 quarters.
Westfield Capital Management's Okta position peaked at $63.7M in Q1 2023.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.