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	–	1585
2025 Q2	$1K	Buy	+10	New	+$1.07K	﹤0.01%	1283
2024 Q4	–	Sell	-68	Closed	-$5.05K	–	1186
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return