AP
OKTA icon

Adero Partners’s Okta OKTA Stock Holding History

Adero Partners’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
2023
Q4 		– Sell
-2,782
Closed -$227K – 197
2023
Q3 		$227K Buy
+2,782
New +$211K 0.02% 162
2023
Q2 		– Sell
-2,695
Closed -$232K – 168
2023
Q1 		$232K Buy
+2,695
New +$205K 0.03% 135
2022
Q3 		– Sell
-2,722
Closed -$264K – 160
2022
Q2 		$264K Sell
2,722
-13
-0.5% -$1.4K 0.04% 127
2022
Q1 		$413K Sell
2,735
-2
-0.1% -$358 0.06% 103
2021
Q4 		$614K Buy
+2,737
New +$652K 0.1% 86

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Adero Partners's OKTA Position: Q4 2023 in Review

Adero Partners sold out of Okta (OKTA) in Q4 2023, closing a stake of 2,782 shares — an estimated $227K sold.

Adero Partners first reported a position in OKTA in Q4 2021 and held it in 5 quarters. The position peaked at $614K in Q4 2021. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Adero Partners reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Adero Partners sold 2,782 Okta shares in Q4 2023, an estimated $227K.
  • Adero Partners first reported a position in Okta in Q4 2021 and held it in 5 quarters.
  • Adero Partners's Okta position peaked at $614K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Adero Partners's 13F filing for Q4 2023, filed 12 Feb 2024.