Donoghue Forlines’s Okta OKTA Stock Holding History

Donoghue Forlines’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	-26,907	Closed	-$2.69M	–	124
2025 Q2	$2.69M	Buy	+26,907	New	+$2.87M	0.77%	50
2021 Q3	–	Sell	-2,894	Closed	-$708K	–	233
2021 Q2	$708K	Buy	+2,894	New	+$699K	0.13%	164

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

Donoghue Forlines's OKTA Position: Q3 2025 in Review

Donoghue Forlines sold out of Okta (OKTA) in Q3 2025, closing a stake of 26,907 shares — an estimated $2.69M sold.

Donoghue Forlines first reported a position in OKTA in Q2 2021 and held it in 2 quarters. The position peaked at $2.69M in Q2 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Donoghue Forlines reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Donoghue Forlines sold 26,907 Okta shares in Q3 2025, an estimated $2.69M.
Donoghue Forlines first reported a position in Okta in Q2 2021 and held it in 2 quarters.
Donoghue Forlines's Okta position peaked at $2.69M in Q2 2025.
750 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Donoghue Forlines's 13F filing for Q3 2025, filed 29 Oct 2025.