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PharVision Advisers’s Okta OKTA Stock Holding History

PharVision Advisers’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
-4,879
Closed -$488K – 752
2025
Q2 		$488K Buy
4,879
+2,369
+94% +$253K 0.7% 7
2025
Q1 		$264K Sell
2,510
-1,284
-34% -$125K 0.37% 123
2024
Q4 		$299K Buy
+3,794
New +$294K 0.25% 155

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PharVision Advisers's OKTA Position: Q3 2025 in Review

PharVision Advisers sold out of Okta (OKTA) in Q3 2025, closing a stake of 4,879 shares — an estimated $488K sold.

PharVision Advisers first reported a position in OKTA in Q4 2024 and held it in 3 quarters. The position peaked at $488K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • PharVision Advisers reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • PharVision Advisers sold 4,879 Okta shares in Q3 2025, an estimated $488K.
  • PharVision Advisers first reported a position in Okta in Q4 2024 and held it in 3 quarters.
  • PharVision Advisers's Okta position peaked at $488K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.