AtonRa Partners’s Okta OKTA Stock Holding History

AtonRa 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	$228K	Sell	2,520 -442	-15%	-$33.7K	0.45%	102
2023 Q3	$241K	Sell	2,962 -870	-23%	-$66K	0.51%	101
2023 Q2	$266K	Sell	3,832 -349	-8%	-$26.5K	0.41%	108
2023 Q1	$361K	Sell	4,181 -227	-5%	-$17.3K	0.53%	89
2022 Q4	$301K	Sell	4,408 -466	-10%	-$26.6K	0.38%	101
2022 Q3	$277K	Sell	4,874 -499	-9%	-$42.9K	0.27%	113
2022 Q2	$486K	Sell	5,373 -35	-0.6%	-$3.78K	0.45%	103
2022 Q1	$816K	Sell	5,408 -1,163	-18%	-$208K	0.44%	88
2021 Q4	$1.47M	Sell	6,571 -134	-2%	-$31.9K	0.51%	68
2021 Q3	$1.59M	Buy	6,705 +488	+8%	+$121K	0.53%	78
2021 Q2	$1.52M	Sell	6,217 -226	-4%	-$54.5K	0.56%	68
2021 Q1	$1.42M	Sell	6,443 -2,177	-25%	-$547K	0.63%	64
2020 Q4	$2.19M	Buy	+8,620	New	+$2.05M	1.08%	45

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AtonRa Partners's OKTA Position: Q4 2023 in Review

AtonRa Partners reduced its Okta (OKTA) stake by 15% in Q4 2023, selling an estimated $33.7K and leaving 2,520 shares worth $228K. The position accounts for 0.45% of the portfolio, ranked #102.

AtonRa Partners first reported a position in OKTA in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.19M in Q4 2020. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

AtonRa Partners held 2,520 shares of Okta worth $228K as of Q4 2023.
AtonRa Partners sold 442 Okta shares in Q4 2023, an estimated $33.7K.
Okta made up 0.45% of AtonRa Partners's portfolio in Q4 2023, its #102 holding.
AtonRa Partners first reported a position in Okta in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Okta position peaked at $2.19M in Q4 2020.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.