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Bayforest Capital’s Okta OKTA Stock Holding History

Bayforest Capital’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
2026
Q2 		– Sell
-580
Closed -$45.7K – 1138
2026
Q1 		$45.7K Sell
580
-902
-61% -$74.9K 0.05% 580
2025
Q4 		$128K Sell
1,482
-1,308
-47% -$114K 0.1% 405
2025
Q3 		$256K Sell
2,790
-149
-5% -$13.9K 0.12% 329
2025
Q2 		$294K Sell
2,939
-620
-17% -$66.2K 0.13% 304
2025
Q1 		$374K Buy
+3,559
New +$348K 0.16% 241

Other funds holding OKTA

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bayforest Capital's OKTA Position: Q2 2026 in Review

Bayforest Capital sold out of Okta (OKTA) in Q2 2026, closing a stake of 580 shares — an estimated $45.7K sold.

Bayforest Capital first reported a position in OKTA in Q1 2025 and held it in 5 quarters. The position peaked at $374K in Q1 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bayforest Capital reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 580 Okta shares in Q2 2026, an estimated $45.7K.
  • Bayforest Capital first reported a position in Okta in Q1 2025 and held it in 5 quarters.
  • Bayforest Capital's Okta position peaked at $374K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.