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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FORA Capital's OKTA Position: Q2 2025 in Review

FORA Capital sold out of Okta (OKTA) in Q2 2025, closing a stake of 56,060 shares — an estimated $5.9M sold.

FORA Capital first reported a position in OKTA in Q2 2020 and held it in 6 quarters. The position peaked at $5.9M in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • FORA Capital reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 56,060 Okta shares in Q2 2025, an estimated $5.9M.
  • FORA Capital first reported a position in Okta in Q2 2020 and held it in 6 quarters.
  • FORA Capital's Okta position peaked at $5.9M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.