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Caldwell Sutter Capital’s Okta OKTA Stock Holding History

Caldwell Sutter Capital’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
-12
Closed -$892 – 911
2024
Q3 		$892 Hold
12
– – ﹤0.01% 822
2024
Q2 		$1.12K Hold
12
– – ﹤0.01% 820
2024
Q1 		$1.25K Sell
12
-11
-48% -$1.01K ﹤0.01% 805
2023
Q4 		$2.08K Buy
+23
New +$1.75K ﹤0.01% 753

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's OKTA Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Okta (OKTA) in Q4 2024, closing a stake of 12 shares — an estimated $892 sold.

Caldwell Sutter Capital first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $2.08K in Q4 2023. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 12 Okta shares in Q4 2024, an estimated $892.
  • Caldwell Sutter Capital first reported a position in Okta in Q4 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Okta position peaked at $2.08K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.