BluePointe Capital Management’s Okta OKTA Stock Holding History

BluePointe 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 Q4	–	Sell	-4,033	Closed	-$300K	–	100
2024 Q3	$300K	Buy	4,033 +12	+0.3%	+$1.05K	0.19%	77
2024 Q2	$376K	Buy	4,021 +14	+0.3%	+$1.32K	0.25%	73
2024 Q1	$419K	Buy	4,007 +329	+9%	+$30.3K	0.29%	68
2023 Q4	$333K	Buy	+3,678	New	+$281K	0.25%	72

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BluePointe Capital Management's OKTA Position: Q4 2024 in Review

BluePointe Capital Management sold out of Okta (OKTA) in Q4 2024, closing a stake of 4,033 shares — an estimated $300K sold.

BluePointe Capital Management first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $419K in Q1 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

BluePointe Capital Management reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
BluePointe Capital Management sold 4,033 Okta shares in Q4 2024, an estimated $300K.
BluePointe Capital Management first reported a position in Okta in Q4 2023 and held it in 4 quarters.
BluePointe Capital Management's Okta position peaked at $419K in Q1 2024.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on BluePointe Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.