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Rational Advisors’s Okta OKTA Stock Holding History

Rational 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
Q2 		– Sell
-22,100
Closed -$2.33M – 194
2025
Q1 		$2.33M Buy
+22,100
New +$2.16M 0.23% 62
2021
Q4 		– Sell
-10,081
Closed -$2.39M – 197
2021
Q3 		$2.39M Buy
10,081
+7,051
+233% +$1.75M 0.19% 45
2021
Q2 		$741K Sell
3,030
-445
-13% -$107K 0.09% 109
2021
Q1 		$766K Sell
3,475
-215
-6% -$54K 0.14% 115
2020
Q4 		$938K Sell
3,690
-1,960
-35% -$466K 0.25% 103
2020
Q3 		$1.21M Sell
5,650
-100
-2% -$20.8K 0.52% 63
2020
Q2 		$1.15M Buy
+5,750
New +$976K 0.6% 56
2019
Q1 		– Sell
-32,774
Closed -$2.09M – 557
2018
Q4 		$2.09M Buy
+32,774
New +$1.94M 0.65% 46

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rational Advisors's OKTA Position: Q2 2025 in Review

Rational Advisors sold out of Okta (OKTA) in Q2 2025, closing a stake of 22,100 shares — an estimated $2.33M sold.

Rational Advisors first reported a position in OKTA in Q4 2018 and held it in 8 quarters. The position peaked at $2.39M in Q3 2021. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Rational Advisors reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Rational Advisors sold 22,100 Okta shares in Q2 2025, an estimated $2.33M.
  • Rational Advisors first reported a position in Okta in Q4 2018 and held it in 8 quarters.
  • Rational Advisors's Okta position peaked at $2.39M in Q3 2021.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Rational Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.