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World Equity Group’s Okta OKTA Stock Holding History

World Equity 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
Q2 		– Sell
-2,225
Closed -$234K – 345
2025
Q1 		$234K Sell
2,225
-1,985
-47% -$194K 0.07% 268
2024
Q4 		$332K Buy
+4,210
New +$326K 0.07% 250
2023
Q2 		– Sell
-43,437
Closed -$564K – 481
2023
Q1 		$564K Buy
+43,437
New +$3.31M 0.08% 253
2022
Q2 		– Sell
-1,530
Closed -$231K – 384
2022
Q1 		$231K Buy
+1,530
New +$274K 0.05% 317

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

World Equity Group's OKTA Position: Q2 2025 in Review

World Equity Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 2,225 shares — an estimated $234K sold.

World Equity Group first reported a position in OKTA in Q1 2022 and held it in 4 quarters. The position peaked at $564K in Q1 2023. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • World Equity Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • World Equity Group sold 2,225 Okta shares in Q2 2025, an estimated $234K.
  • World Equity Group first reported a position in Okta in Q1 2022 and held it in 4 quarters.
  • World Equity Group's Okta position peaked at $564K in Q1 2023.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.