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Bogle Investment Management’s Okta OKTA Stock Holding History

Bogle Investment 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
Q4 		– Sell
-11,732
Closed -$2.51M – 229
2020
Q3 		$2.51M Buy
11,732
+522
+5% +$109K 0.74% 70
2020
Q2 		$2.25M Buy
+11,210
New +$1.9M 0.37% 126
2019
Q1 		– Sell
-18,580
Closed -$1.19M – 356
2018
Q4 		$1.19M Sell
18,580
-116,676
-86% -$6.91M 0.09% 200
2018
Q3 		$9.52M Buy
135,256
+124,232
+1,127% +$7.4M 0.68% 61
2018
Q2 		$555K Sell
11,024
-145,808
-93% -$6.94M 0.04% 240
2018
Q1 		$6.25M Buy
+156,832
New +$5.23M 0.47% 85

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bogle Investment Management's OKTA Position: Q4 2020 in Review

Bogle Investment Management sold out of Okta (OKTA) in Q4 2020, closing a stake of 11,732 shares — an estimated $2.51M sold.

Bogle Investment Management first reported a position in OKTA in Q1 2018 and held it in 6 quarters. The position peaked at $9.52M in Q3 2018. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Bogle Investment Management reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 11,732 Okta shares in Q4 2020, an estimated $2.51M.
  • Bogle Investment Management first reported a position in Okta in Q1 2018 and held it in 6 quarters.
  • Bogle Investment Management's Okta position peaked at $9.52M in Q3 2018.
  • 721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.