Jefferies Group's OKTA Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 659 shares of Okta, Inc. (OKTA) worth $89,921, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in OKTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 62,557 shares. Largest reduction occurred in Q2 2023, reducing 55,594 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Okta (OKTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Okta (OKTA) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +659 | New Buy | 659 | $136.45 |
| Q2 2025 | -3,016 | Sold Out | 0 | $0.00 |
| Q1 2025 | -1,984 | Reduce 39.68% | 3,016 | $105.22 |
| Q4 2024 | +5,000 | New Buy | 5,000 | $78.80 |
| Q1 2024 | -5,473 | Sold Out | 0 | $0.00 |
| Q4 2023 | +5,473 | New Buy | 5,473 | $90.53 |
| Q3 2023 | -10,000 | Sold Out | 0 | $0.00 |
| Q2 2023 | -55,594 | Reduce 84.75% | 10,000 | $69.35 |
| Q1 2023 | +62,557 | Add 2059.83% | 65,594 | $86.24 |
| Q4 2022 | +3,037 | New Buy | 3,037 | $68.33 |
Jefferies Group's Okta Investment FAQs
Jefferies Group first purchased Okta, Inc. (OKTA) in Q4 2022, acquiring 3,037 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Okta, Inc. (OKTA) for 10 quarters since Q4 2022.
Jefferies Group's largest addition to Okta, Inc. (OKTA) was in Q1 2023, adding 65,594 shares worth $5.66 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 659 shares of Okta, Inc. (OKTA), valued at approximately $89,921.
As of the Q2 2026 filing, Okta, Inc. (OKTA) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Okta, Inc. (OKTA) was 65,594 shares, as reported at the end of Q1 2023.