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BluePath Capital Management’s Okta OKTA Stock Holding History

BluePath 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
2024
Q3 		– Sell
-3,824
Closed -$358K – 113
2024
Q2 		$358K Sell
3,824
-321
-8% -$30.4K 0.25% 88
2024
Q1 		$434K Sell
4,145
-963
-19% -$88.8K 0.33% 82
2023
Q4 		$429K Sell
5,108
-63
-1% -$4.81K 0.37% 62
2023
Q3 		$421K Buy
+5,171
New +$392K 0.39% 54

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BluePath Capital Management's OKTA Position: Q3 2024 in Review

BluePath Capital Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 3,824 shares — an estimated $358K sold.

BluePath Capital Management first reported a position in OKTA in Q3 2023 and held it in 4 quarters. The position peaked at $434K in Q1 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • BluePath Capital Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • BluePath Capital Management sold 3,824 Okta shares in Q3 2024, an estimated $358K.
  • BluePath Capital Management first reported a position in Okta in Q3 2023 and held it in 4 quarters.
  • BluePath Capital Management's Okta position peaked at $434K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on BluePath Capital Management's 13F filing for Q3 2024, filed 29 Oct 2024.