FORA Capital
OKTA icon

FORA Capital’s Okta OKTA Stock Holding History

FORA 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
Q3 		$956K Buy
+4,570
New +$723K 0.04% 321
2025
Q2 		– Sell
-56,060
Closed -$5.9M – 647
2025
Q1 		$5.9M Buy
+56,060
New +$5.48M 0.6% 36
2023
Q4 		– Sell
-50,992
Closed -$4.16M – 584
2023
Q3 		$4.16M Buy
+50,992
New +$3.87M 0.36% 82
2022
Q3 		– Sell
-3,012
Closed -$272K – 523
2022
Q2 		$272K Sell
3,012
-26,010
-90% -$2.81M 0.05% 349
2022
Q1 		$4.43M Buy
+29,022
New +$5.2M 0.8% 18
2020
Q4 		– Sell
-536
Closed -$115K – 1080
2020
Q3 		$115K Sell
536
-10,322
-95% -$2.15M 0.08% 275
2020
Q2 		$2.17M Buy
+10,858
New +$1.84M 0.74% 18

Other funds holding OKTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

FORA Capital's OKTA Position: Q3 2026 in Review

FORA Capital opened a new position in Okta (OKTA) in Q3 2026: 4,570 shares worth $956K. The stake represents 0.04% of the portfolio and ranks #321 among its holdings. This is a return to the name: FORA Capital previously reported a position in OKTA as recently as Q1 2025.

FORA Capital first reported a position in OKTA in Q2 2020 and has held it in 7 quarters since. The position peaked at $5.9M in Q1 2025. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • FORA Capital held 4,570 shares of Okta worth $956K as of Q3 2026.
  • Okta was a new FORA Capital position in Q3 2026.
  • Okta made up 0.04% of FORA Capital's portfolio in Q3 2026, its #321 holding.
  • FORA Capital first reported a position in Okta in Q2 2020 and has held it in 7 quarters since.
  • FORA Capital's Okta position peaked at $5.9M in Q1 2025.
  • 812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.