MFWM
OKTA icon

Motley Fool Wealth Management’s Okta OKTA Stock Holding History

Motley Fool Wealth 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
2025
Q3 		– Sell
-66,442
Closed -$6.64M – 132
2025
Q2 		$6.64M Sell
66,442
-7,376
-10% -$788K 0.4% 81
2025
Q1 		$7.77M Sell
73,818
-6,108
-8% -$597K 0.46% 74
2024
Q4 		$6.35M Sell
79,926
-11,929
-13% -$925K 0.33% 92
2024
Q3 		$6.83M Sell
91,855
-5,410
-6% -$473K 0.34% 94
2024
Q2 		$9.11M Sell
97,265
-3,473
-3% -$329K 0.46% 72
2024
Q1 		$10.5M Sell
100,738
-181
-0.2% -$16.7K 0.54% 63
2023
Q4 		$9.09M Sell
100,919
-8,040
-7% -$613K 0.48% 69
2023
Q3 		$8.86M Sell
108,959
-3,484
-3% -$264K 0.51% 63
2023
Q2 		$7.79M Sell
112,443
-2,582
-2% -$196K 0.46% 70
2023
Q1 		$9.92M Buy
115,025
+4,428
+4% +$337K 0.62% 54
2022
Q4 		$7.55M Sell
110,597
-4,128
-4% -$236K 0.52% 65
2022
Q3 		$6.52M Sell
114,725
-1,278
-1% -$110K 0.43% 76
2022
Q2 		$10.5M Buy
+116,003
New +$12.5M 0.66% 50

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Motley Fool Wealth Management's OKTA Position: Q3 2025 in Review

Motley Fool Wealth Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 66,442 shares — an estimated $6.64M sold.

Motley Fool Wealth Management first reported a position in OKTA in Q2 2022 and held it in 13 quarters. The position peaked at $10.5M in Q1 2024. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Motley Fool Wealth Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Motley Fool Wealth Management sold 66,442 Okta shares in Q3 2025, an estimated $6.64M.
  • Motley Fool Wealth Management first reported a position in Okta in Q2 2022 and held it in 13 quarters.
  • Motley Fool Wealth Management's Okta position peaked at $10.5M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Motley Fool Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.