AO
OKTA icon

Allen Operations’s Okta OKTA Stock Holding History

Allen Operations’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
2019
Q3 		– Sell
-120,641
Closed -$14.9M – 31
2019
Q2 		$14.9M Hold
120,641
– – 5.83% 7
2019
Q1 		$9.98M Hold
120,641
– – 4.1% 9
2018
Q4 		$7.7M Hold
120,641
– – 3.77% 10
2018
Q3 		$8.49M Hold
120,641
– – 3.06% 9
2018
Q2 		$6.08M Buy
120,641
+11,100
+10% +$528K 2.24% 10
2018
Q1 		$4.37M Buy
109,541
+12,040
+12% +$402K 1.21% 12
2017
Q4 		$2.5M Buy
97,501
+24,859
+34% +$695K 0.86% 13
2017
Q3 		$2.05M Hold
72,642
– – 1.82% 13
2017
Q2 		$1.66M Buy
+72,642
New +$1.8M 1.6% 13

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return