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Aperio Group’s Okta OKTA Stock Holding History

Aperio Group’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
2020
Q4 		$17.5M Buy
68,754
+2,365
+4% +$562K 0.05% 356
2020
Q3 		$14.2M Buy
66,389
+4,619
+7% +$963K 0.05% 364
2020
Q2 		$12.4M Buy
61,770
+15,786
+34% +$2.68M 0.05% 395
2020
Q1 		$5.62M Buy
45,984
+7,527
+20% +$944K 0.02% 605
2019
Q4 		$4.44M Buy
38,457
+1,581
+4% +$182K 0.02% 781
2019
Q3 		$3.63M Buy
36,876
+2,065
+6% +$258K 0.01% 834
2019
Q2 		$4.3M Buy
34,811
+8,514
+32% +$924K 0.02% 766
2019
Q1 		$2.17M Buy
26,297
+5,415
+26% +$429K 0.01% 1006
2018
Q4 		$1.33M Buy
+20,882
New +$1.24M 0.01% 1159

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group's OKTA Position: Q4 2020 in Review

Aperio Group increased its Okta (OKTA) stake by 3.6% in Q4 2020, buying an estimated $562K and bringing the position to 68,754 shares worth $17.5M. The position accounts for 0.05% of the portfolio, ranked #356.

Aperio Group first reported a position in OKTA in Q4 2018 and has held it in 9 quarters since. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Aperio Group held 68,754 shares of Okta worth $17.5M as of Q4 2020.
  • Aperio Group bought 2,365 Okta shares in Q4 2020, an estimated $562K.
  • Okta made up 0.05% of Aperio Group's portfolio in Q4 2020, its #356 holding.
  • Aperio Group first reported a position in Okta in Q4 2018 and has held it in 9 quarters since.
  • 721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.