TI
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TrueMark Investments’s Okta OKTA Stock Holding History

TrueMark Investments’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
-2,613
Closed -$261K – 218
2025
Q2 		$261K Sell
2,613
-99
-4% -$10.6K 0.06% 137
2025
Q1 		$285K Sell
2,712
-6,025
-69% -$588K 0.07% 135
2024
Q4 		$688K Sell
8,737
-713
-8% -$55.3K 0.22% 96
2024
Q3 		$703K Sell
9,450
-1,543
-14% -$135K 0.23% 101
2024
Q2 		$1.03M Sell
10,993
-5,604
-34% -$531K 0.35% 94
2024
Q1 		$1.74M Buy
16,597
+1,976
+14% +$182K 1.59% 33
2023
Q4 		$1.32M Buy
+14,621
New +$1.12M 1.32% 38

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

TrueMark Investments's OKTA Position: Q3 2025 in Review

TrueMark Investments sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,613 shares — an estimated $261K sold.

TrueMark Investments first reported a position in OKTA in Q4 2023 and held it in 7 quarters. The position peaked at $1.74M in Q1 2024. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • TrueMark Investments reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 2,613 Okta shares in Q3 2025, an estimated $261K.
  • TrueMark Investments first reported a position in Okta in Q4 2023 and held it in 7 quarters.
  • TrueMark Investments's Okta position peaked at $1.74M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.