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Bloom Tree Partners’s Okta OKTA Stock Holding History

Bloom Tree 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
Q2 		$13.3M Buy
+192,341
New +$14.6M 6.21% 6
2023
Q1 		– Sell
-139,238
Closed -$9.51M – 50
2022
Q4 		$9.51M Sell
139,238
-39,454
-22% -$2.25M 5.02% 12
2022
Q3 		$10.2M Buy
+178,692
New +$15.4M 3.79% 14

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bloom Tree Partners's OKTA Position: Q2 2023 in Review

Bloom Tree Partners opened a new position in Okta (OKTA) in Q2 2023: 192,341 shares worth $13.3M. The stake represents 6.21% of the portfolio and ranks #6 among its holdings. This is a return to the name: Bloom Tree Partners previously reported a position in OKTA as recently as Q4 2022.

Bloom Tree Partners first reported a position in OKTA in Q3 2022 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Bloom Tree Partners held 192,341 shares of Okta worth $13.3M as of Q2 2023.
  • Okta was a new Bloom Tree Partners position in Q2 2023.
  • Okta made up 6.21% of Bloom Tree Partners's portfolio in Q2 2023, its #6 holding.
  • Bloom Tree Partners first reported a position in Okta in Q3 2022 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Bloom Tree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.