USA Financial Formulas’s Okta OKTA Stock Holding History

USA Financial Formulas’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	-2,072	Closed	-$207K	–	312
2025 Q2	$207K	Buy	+2,072	New	+$221K	0.04%	135

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 $432B AUM 30.22% 1-Year Est. Return

USA Financial Formulas's OKTA Position: Q3 2025 in Review

USA Financial Formulas sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,072 shares — an estimated $207K sold.

USA Financial Formulas first reported a position in OKTA in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

USA Financial Formulas reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
USA Financial Formulas sold 2,072 Okta shares in Q3 2025, an estimated $207K.
USA Financial Formulas first reported a position in Okta in Q2 2025 and held it in 1 quarter.
USA Financial Formulas's Okta position peaked at $207K in Q2 2025.
749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.