Forum Finance Group’s Okta OKTA Stock Holding History

Forum Finance Group’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 Q2	$75K	Hold	680	–	–	0.03%	206
2026 Q1	$43K	Buy	+680	New	+$56.4K	0.02%	208

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forum Finance Group's OKTA Position: Q2 2026 in Review

Forum Finance Group held its Okta (OKTA) position steady in Q2 2026 at 680 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #206.

Forum Finance Group first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Forum Finance Group held 680 shares of Okta worth $75K as of Q2 2026.
Forum Finance Group left its Okta share count unchanged in Q2 2026.
Okta made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #206 holding.
Forum Finance Group first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.