Forum Financial Management’s Okta OKTA Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-5,716	Closed	-$494K	–	776
2025 Q4	$494K	Sell	5,716 -1	-0%	-$87	0.01%	478
2025 Q3	$524K	Buy	5,717 +937	+20%	+$87.5K	0.01%	438
2025 Q2	$478K	Buy	4,780 +1,662	+53%	+$177K	0.01%	433
2025 Q1	$328K	Sell	3,118 -1,113	-26%	-$109K	0.01%	551
2024 Q4	$333K	Buy	+4,231	New	+$328K	0.01%	550
2024 Q3	–	Sell	-2,462	Closed	-$230K	–	778
2024 Q2	$230K	Sell	2,462 -11	-0.4%	-$1.04K	﹤0.01%	600
2024 Q1	$259K	Sell	2,473 -2	-0.1%	-$184	﹤0.01%	570
2023 Q4	$224K	Buy	+2,475	New	+$189K	﹤0.01%	590
2022 Q1	–	Sell	-1,320	Closed	-$296K	–	659
2021 Q4	$296K	Buy	+1,320	New	+$314K	0.02%	430

Other funds holding OKTA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forum Financial Management's OKTA Position: Q1 2026 in Review

Forum Financial Management sold out of Okta (OKTA) in Q1 2026, closing a stake of 5,716 shares — an estimated $494K sold.

Forum Financial Management first reported a position in OKTA in Q4 2021 and held it in 9 quarters. The position peaked at $524K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Forum Financial Management reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,716 Okta shares in Q1 2026, an estimated $494K.
Forum Financial Management first reported a position in Okta in Q4 2021 and held it in 9 quarters.
Forum Financial Management's Okta position peaked at $524K in Q3 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.