BCM
OKTA icon

Barometer Capital Management’s Okta OKTA Stock Holding History

Barometer Capital 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
2020
Q3 		– Sell
-8,500
Closed -$1.7M – 159
2020
Q2 		$1.7M Buy
+8,500
New +$1.44M 0.32% 77
2018
Q3 		– Sell
-32,300
Closed -$1.63M – 167
2018
Q2 		$1.63M Sell
32,300
-114,100
-78% -$5.43M 0.14% 118
2018
Q1 		$5.83M Buy
+146,400
New +$4.89M 0.49% 68

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Barometer Capital Management's OKTA Position: Q3 2020 in Review

Barometer Capital Management sold out of Okta (OKTA) in Q3 2020, closing a stake of 8,500 shares — an estimated $1.7M sold.

Barometer Capital Management first reported a position in OKTA in Q1 2018 and held it in 3 quarters. The position peaked at $5.83M in Q1 2018. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Barometer Capital Management reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
  • Barometer Capital Management sold 8,500 Okta shares in Q3 2020, an estimated $1.7M.
  • Barometer Capital Management first reported a position in Okta in Q1 2018 and held it in 3 quarters.
  • Barometer Capital Management's Okta position peaked at $5.83M in Q1 2018.
  • 611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Barometer Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.