Mach-1 Financial Group’s Okta OKTA Stock Holding History

Mach-1 Financial 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
2025 Q2	–	Sell	-3,790	Closed	-$399K	–	278
2025 Q1	$399K	Buy	+3,790	New	+$370K	0.12%	137
2024 Q1	–	Sell	-5,468	Closed	-$495K	–	174
2023 Q4	$495K	Sell	5,468 -1,082	-17%	-$82.5K	0.19%	109
2023 Q3	$534K	Sell	6,550 -1,002	-13%	-$76K	0.22%	97
2023 Q2	$524K	Buy	7,552 +7,502	+15,004%	+$570K	0.15%	136
2023 Q1	$4.31K	Buy	+50	New	+$3.81K	0.03%	185
2022 Q4	–	Sell	-50	Closed	-$2K	–	354
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	343
2022 Q2	$4K	Buy	+50	New	+$5.4K	﹤0.01%	319
2021 Q1	–	Sell	-12	Closed	-$3K	–	207
2020 Q4	$3K	Buy	+12	New	+$2.85K	﹤0.01%	138

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mach-1 Financial Group's OKTA Position: Q2 2025 in Review

Mach-1 Financial Group sold out of Okta (OKTA) in Q2 2025, closing a stake of 3,790 shares — an estimated $399K sold.

Mach-1 Financial Group first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $534K in Q3 2023. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Mach-1 Financial Group reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
Mach-1 Financial Group sold 3,790 Okta shares in Q2 2025, an estimated $399K.
Mach-1 Financial Group first reported a position in Okta in Q4 2020 and held it in 8 quarters.
Mach-1 Financial Group's Okta position peaked at $534K in Q3 2023.
750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.