Wayfinding Financial’s Okta OKTA Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-260	Closed	-$27K	–	540
2025 Q1	$27K	Buy	+260	New	+$25.4K	0.01%	497

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wayfinding Financial's OKTA Position: Q2 2025 in Review

Wayfinding Financial sold out of Okta (OKTA) in Q2 2025, closing a stake of 260 shares — an estimated $27K sold.

Wayfinding Financial first reported a position in OKTA in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 748 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Wayfinding Financial reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 260 Okta shares in Q2 2025, an estimated $27K.
Wayfinding Financial first reported a position in Okta in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Okta position peaked at $27K in Q1 2025.
748 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.