AIM
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ARK Investment Management’s Okta OKTA Stock Holding History

ARK Investment Management’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
2022
Q3 		– Sell
-83,316
Closed -$6.92M – 310
2022
Q2 		$6.92M Sell
83,316
-129,442
-61% -$14M 0.04% 129
2022
Q1 		$32.1M Buy
212,758
+17,003
+9% +$3.05M 0.13% 87
2021
Q4 		$43.9M Sell
195,755
-29,670
-13% -$7.07M 0.13% 97
2021
Q3 		$53.5M Sell
225,425
-140,474
-38% -$34.9M 0.13% 110
2021
Q2 		$89.5M Buy
+365,899
New +$88.3M 0.17% 93
2021
Q1 		– Sell
-182,849
Closed -$46.5M – 293
2020
Q4 		$46.5M Buy
182,849
+68,834
+60% +$16.4M 0.12% 106
2020
Q3 		$24.4M Buy
114,015
+52,438
+85% +$10.9M 0.14% 79
2020
Q2 		$12.3M Buy
+61,577
New +$10.5M 0.13% 77

Other funds holding OKTA

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return