RA
OKTA icon

Rise Advisors’s Okta OKTA Stock Holding History

Rise 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
-10
Closed -$1K – 1584
2025
Q2 		$1K Buy
+10
New +$1.07K ﹤0.01% 1283
2024
Q4 		– Sell
-68
Closed -$5.05K – 1185
2024
Q3 		$5.05K Hold
68
– – ﹤0.01% 1081
2024
Q2 		$6.37K Sell
68
-6
-8% -$568 ﹤0.01% 1064
2024
Q1 		$7.74K Hold
74
– – ﹤0.01% 1065
2023
Q4 		$6.7K Sell
74
-30
-29% -$2.29K ﹤0.01% 358
2023
Q3 		$8.48K Sell
104
-50
-32% -$3.79K 0.01% 326
2023
Q2 		$10.7K Hold
154
– – 0.01% 332
2023
Q1 		$13.3K Hold
154
– – 0.01% 315
2022
Q4 		$10.5K Hold
154
– – 0.01% 349
2022
Q3 		$9K Buy
154
+20
+15% +$1.72K 0.01% 356
2022
Q2 		$12K Buy
134
+30
+29% +$3.24K 0.01% 315
2022
Q1 		$16K Hold
104
– – 0.01% 270
2021
Q4 		$23.3K Buy
+104
New +$24.8K 0.02% 228

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

Rise Advisors's OKTA Position: Q3 2025 in Review

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

Rise Advisors first reported a position in OKTA in Q4 2021 and held it in 13 quarters. The position peaked at $23.3K in Q4 2021. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Rise Advisors reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 10 Okta shares in Q3 2025, an estimated $1K.
  • Rise Advisors first reported a position in Okta in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Okta position peaked at $23.3K in Q4 2021.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.