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NewSquare Capital’s Okta OKTA Stock Holding History

NewSquare Capital’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
-10
Closed -$1K – 897
2025
Q2 		$1K Buy
+10
New +$1.07K ﹤0.01% 1054
2023
Q3 		– Sell
-34
Closed -$2.36K – 804
2023
Q2 		$2.36K Hold
34
– – ﹤0.01% 505
2023
Q1 		$2.93K Buy
34
+6
+21% +$457 ﹤0.01% 529
2022
Q4 		$1.91K Buy
+28
New +$1.6K ﹤0.01% 488
2020
Q1 		– Sell
-5,150
Closed -$594K – 383
2019
Q4 		$594K Buy
+5,150
New +$593K 0.1% 102

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 $3.38T AUM 44.17% 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

NewSquare Capital's OKTA Position: Q3 2025 in Review

NewSquare Capital sold out of Okta (OKTA) in Q3 2025, closing a stake of 10 shares — an estimated $1K sold.

NewSquare Capital first reported a position in OKTA in Q4 2019 and held it in 5 quarters. The position peaked at $594K in Q4 2019. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • NewSquare Capital reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 10 Okta shares in Q3 2025, an estimated $1K.
  • NewSquare Capital first reported a position in Okta in Q4 2019 and held it in 5 quarters.
  • NewSquare Capital's Okta position peaked at $594K in Q4 2019.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.