FCA
OKTA icon

Fortis Capital Advisors’s Okta OKTA Stock Holding History

Fortis Capital Advisors’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
Q1 		– Sell
-11,621
Closed -$915K – 285
2024
Q4 		$915K Buy
+11,621
New +$901K 0.31% 68
2024
Q3 		– Sell
-12,664
Closed -$1.19M – 195
2024
Q2 		$1.19M Buy
+12,664
New +$1.2M 0.43% 42

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Fortis Capital Advisors's OKTA Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Okta (OKTA) in Q1 2025, closing a stake of 11,621 shares — an estimated $915K sold.

Fortis Capital Advisors first reported a position in OKTA in Q2 2024 and held it in 2 quarters. The position peaked at $1.19M in Q2 2024. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 11,621 Okta shares in Q1 2025, an estimated $915K.
  • Fortis Capital Advisors first reported a position in Okta in Q2 2024 and held it in 2 quarters.
  • Fortis Capital Advisors's Okta position peaked at $1.19M in Q2 2024.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.