YIH
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Y-Intercept (HK)’s Okta OKTA Stock Holding History

Y-Intercept (HK)’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
Q4 		– Sell
-64,641
Closed -$5.93M – 1875
2025
Q3 		$5.93M Buy
64,641
+34,096
+112% +$3.18M 0.14% 159
2025
Q2 		$3.05M Buy
30,545
+11,557
+61% +$1.23M 0.07% 416
2025
Q1 		$2M Buy
+18,988
New +$1.85M 0.14% 190
2024
Q2 		– Sell
-20,537
Closed -$2.15M – 1776
2024
Q1 		$2.15M Buy
+20,537
New +$1.89M 0.16% 155
2023
Q4 		– Sell
-10,565
Closed -$861K – 1536
2023
Q3 		$861K Buy
+10,565
New +$801K 0.08% 360
2023
Q2 		– Sell
-12,344
Closed -$1.06M – 1586
2023
Q1 		$1.06M Buy
+12,344
New +$940K 0.12% 236
2022
Q3 		– Sell
-3,819
Closed -$345K – 1189
2022
Q2 		$345K Buy
+3,819
New +$412K 0.05% 537
2021
Q1 		– Sell
-2,213
Closed -$577K – 747
2020
Q4 		$577K Buy
+2,213
New +$526K 0.24% 117

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Y-Intercept (HK)'s OKTA Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Okta (OKTA) in Q4 2025, closing a stake of 64,641 shares — an estimated $5.93M sold.

Y-Intercept (HK) first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $5.93M in Q3 2025. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Y-Intercept (HK) reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 64,641 Okta shares in Q4 2025, an estimated $5.93M.
  • Y-Intercept (HK) first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Y-Intercept (HK)'s Okta position peaked at $5.93M in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.