HRT Financial’s Okta OKTA Stock Holding History

HRT Financial’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	-47,254	Closed	-$5.05M	–	3292
2025 Q1	$4.97M	Sell	47,254 -31,980	-40%	-$3.12M	0.03%	438
2024 Q4	$6.24M	Buy	+79,234	New	+$6.14M	0.03%	332
2024 Q2	–	Sell	-6,195	Closed	-$648K	–	2848
2024 Q1	$648K	Buy	+6,195	New	+$571K	﹤0.01%	1120
2023 Q4	–	Sell	-33,665	Closed	-$2.57M	–	2863
2023 Q3	$2.74M	Buy	33,665 +25,333	+304%	+$1.92M	0.03%	493
2023 Q2	$577K	Buy	+8,332	New	+$633K	0.01%	1283
2021 Q4	–	Sell	-13,439	Closed	-$3.19M	–	3814
2021 Q3	$3.19M	Buy	+13,439	New	+$3.34M	0.02%	483
2020 Q4	–	Sell	-54,121	Closed	-$12.9M	–	2284
2020 Q3	$11.6M	Buy	+54,121	New	+$11.3M	0.34%	52
2020 Q2	–	Sell	-2,412	Closed	-$409K	–	1701
2020 Q1	$294K	Sell	2,412 -1,404	-37%	-$176K	0.02%	499
2019 Q4	$440K	Buy	+3,816	New	+$439K	0.02%	577
2018 Q4	–	Sell	-4,295	Closed	-$302K	–	708
2018 Q3	$302K	Buy	+4,295	New	+$256K	0.05%	250

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

HRT Financial's OKTA Position: Q2 2025 in Review

HRT Financial sold out of Okta (OKTA) in Q2 2025, closing a stake of 47,254 shares — an estimated $5.05M sold.

HRT Financial first reported a position in OKTA in Q3 2018 and held it in 10 quarters. The position peaked at $11.6M in Q3 2020. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

HRT Financial reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
HRT Financial sold 47,254 Okta shares in Q2 2025, an estimated $5.05M.
HRT Financial first reported a position in Okta in Q3 2018 and held it in 10 quarters.
HRT Financial's Okta position peaked at $11.6M in Q3 2020.
748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.