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Thoroughbred Financial Services’s Okta OKTA Stock Holding History

Thoroughbred Financial Services’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
-6,569
Closed -$656K – 581
2025
Q2 		$656K Buy
6,569
+1,053
+19% +$112K 0.05% 331
2025
Q1 		$580K Buy
+5,516
New +$539K 0.04% 387
2024
Q4 		– Sell
-5,168
Closed -$384K – 710
2024
Q3 		$384K Sell
5,168
-25,134
-83% -$2.2M 0.02% 460
2024
Q2 		$2.84M Buy
30,302
+19,920
+192% +$1.89M 0.19% 104
2024
Q1 		$1.09M Buy
10,382
+7,259
+232% +$670K 0.1% 189
2023
Q4 		$282K Sell
3,123
-1,186
-28% -$90.5K 0.02% 490
2023
Q3 		$351K Sell
4,309
-1,057
-20% -$80.1K 0.03% 397
2023
Q2 		$372K Buy
5,366
+167
+3% +$12.7K 0.05% 295
2023
Q1 		$448K Sell
5,199
-578
-10% -$44K 0.07% 258
2022
Q4 		$394K Buy
+5,777
New +$330K 0.06% 265
2022
Q1 		– Sell
-3,697
Closed -$828K – 379
2021
Q4 		$828K Sell
3,697
-373
-9% -$88.9K 0.17% 134
2021
Q3 		$965K Buy
4,070
+271
+7% +$67.3K 0.23% 101
2021
Q2 		$930K Sell
3,799
-96
-2% -$23.2K 0.23% 108
2021
Q1 		$858K Buy
+3,895
New +$979K 0.24% 109

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

Thoroughbred Financial Services's OKTA Position: Q3 2025 in Review

Thoroughbred Financial Services sold out of Okta (OKTA) in Q3 2025, closing a stake of 6,569 shares — an estimated $656K sold.

Thoroughbred Financial Services first reported a position in OKTA in Q1 2021 and held it in 14 quarters. The position peaked at $2.84M in Q2 2024. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Thoroughbred Financial Services reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 6,569 Okta shares in Q3 2025, an estimated $656K.
  • Thoroughbred Financial Services first reported a position in Okta in Q1 2021 and held it in 14 quarters.
  • Thoroughbred Financial Services's Okta position peaked at $2.84M in Q2 2024.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Thoroughbred Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.