Firsthand Capital Management’s Okta OKTA Stock Holding History

Firsthand Capital Management’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	-10,000	Closed	-$1,000K	–	52
2025 Q2	$1,000K	Hold	10,000	–	–	1.8%	17
2025 Q1	$1.05M	Hold	10,000	–	–	2.55%	13
2024 Q4	$788K	Hold	10,000	–	–	1.64%	21
2024 Q3	$743K	Buy	10,000 +9,420	+1,624%	+$823K	1.47%	21
2024 Q2	$124K	Sell	580 -9,420	-94%	-$892K	0.24%	34
2024 Q1	$1.05M	Hold	10,000	–	–	1.7%	20
2023 Q4	$905K	Hold	10,000	–	–	1.26%	21
2023 Q3	$815K	Hold	10,000	–	–	1.18%	25
2023 Q2	$694K	Hold	10,000	–	–	0.83%	24
2023 Q1	$862K	Hold	10,000	–	–	0.94%	22
2022 Q4	$683K	Hold	10,000	–	–	0.8%	22
2022 Q3	$569K	Hold	10,000	–	–	0.52%	26
2022 Q2	$904K	Hold	10,000	–	–	0.78%	24
2022 Q1	$1.51M	Hold	10,000	–	–	0.78%	23
2021 Q4	$2.24M	Hold	10,000	–	–	0.85%	24
2021 Q3	$2.37M	Hold	10,000	–	–	0.71%	27
2021 Q2	$2.45M	Hold	10,000	–	–	0.61%	28
2021 Q1	$2.2M	Hold	10,000	–	–	0.62%	31
2020 Q4	$2.54M	Hold	10,000	–	–	0.69%	30
2020 Q3	$2.14M	Hold	10,000	–	–	0.85%	29
2020 Q2	$2M	Hold	10,000	–	–	0.92%	32
2020 Q1	$1.22M	Sell	10,000 -10,000	-50%	-$1.25M	0.97%	28
2019 Q4	$2.31M	Hold	20,000	–	–	0.9%	32
2019 Q3	$1.97M	Buy	+20,000	New	+$2.5M	0.8%	32
2019 Q1	–	Sell	-20,000	Closed	-$1.28M	–	51
2018 Q4	$1.28M	Buy	+20,000	New	+$1.19M	0.8%	32

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

Firsthand Capital Management's OKTA Position: Q3 2025 in Review

Firsthand Capital Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 10,000 shares — an estimated $1,000K sold.

Firsthand Capital Management first reported a position in OKTA in Q4 2018 and held it in 25 quarters. The position peaked at $2.54M in Q4 2020. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Firsthand Capital Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Firsthand Capital Management sold 10,000 Okta shares in Q3 2025, an estimated $1,000K.
Firsthand Capital Management first reported a position in Okta in Q4 2018 and held it in 25 quarters.
Firsthand Capital Management's Okta position peaked at $2.54M in Q4 2020.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Firsthand Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.