Vise Technologies’s Okta OKTA Stock Holding History

Vise Technologies’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 Q4	–	Sell	-2,203	Closed	-$202K	–	1512
2025 Q3	$202K	Sell	2,203 -596	-21%	-$55.6K	0.01%	1126
2025 Q2	$280K	Buy	+2,799	New	+$299K	0.01%	865

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Vise Technologies's OKTA Position: Q4 2025 in Review

Vise Technologies sold out of Okta (OKTA) in Q4 2025, closing a stake of 2,203 shares — an estimated $202K sold.

Vise Technologies first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $280K in Q2 2025. 736 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

Vise Technologies reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
Vise Technologies sold 2,203 Okta shares in Q4 2025, an estimated $202K.
Vise Technologies first reported a position in Okta in Q2 2025 and held it in 2 quarters.
Vise Technologies's Okta position peaked at $280K in Q2 2025.
736 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Vise Technologies's 13F filing for Q4 2025, filed 11 Feb 2026.