Mutual Advisors’s Okta OKTA Stock Holding History

Mutual Advisors’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	-2,328	Closed	-$235K	–	1326
2025 Q2	$235K	Buy	+2,328	New	+$249K	0.01%	1071
2021 Q1	–	Sell	-852	Closed	-$217K	–	813
2020 Q4	$217K	Buy	+852	New	+$203K	0.02%	676

Other funds holding OKTA

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mutual Advisors's OKTA Position: Q3 2025 in Review

Mutual Advisors sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,328 shares — an estimated $235K sold.

Mutual Advisors first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

Mutual Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
Mutual Advisors sold 2,328 Okta shares in Q3 2025, an estimated $235K.
Mutual Advisors first reported a position in Okta in Q4 2020 and held it in 2 quarters.
Mutual Advisors's Okta position peaked at $235K in Q2 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.