R Squared’s Okta OKTA Stock Holding History

R Squared’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	-2,460	Closed	-$246K	–	658
2025 Q2	$246K	Buy	+2,460	New	+$263K	0.14%	260

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

R Squared's OKTA Position: Q3 2025 in Review

R Squared sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,460 shares — an estimated $246K sold.

R Squared first reported a position in OKTA in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

R Squared reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,460 Okta shares in Q3 2025, an estimated $246K.
R Squared first reported a position in Okta in Q2 2025 and held it in 1 quarter.
R Squared's Okta position peaked at $246K in Q2 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.