Capital Research Global Investors

Capital Research Global Investors’s Okta OKTA Stock Holding History

Capital Research Global Investors’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
2022 Q3	–	Sell	-477,348	Closed	-$43.2M	–	442
2022 Q2	$43.2M	Sell	477,348 -2,340,352	-83%	-$253M	0.01%	340
2022 Q1	$425M	Sell	2,817,700 -1,851	-0.1%	-$332K	0.11%	172
2021 Q4	$632M	Buy	2,819,551 +132,406	+5%	+$31.5M	0.14%	142
2021 Q3	$638M	Buy	2,687,145 +2,579,882	+2,405%	+$641M	0.15%	139
2021 Q2	$26.2M	Sell	107,263 -1,800	-2%	-$434K	0.01%	400
2021 Q1	$24M	Hold	109,063	–	–	0.01%	391
2020 Q4	$27.7M	Hold	109,063	–	–	0.01%	371
2020 Q3	$23.3M	Hold	109,063	–	–	0.01%	369
2020 Q2	$21.8M	Hold	109,063	–	–	0.01%	369
2020 Q1	$13.3M	Hold	109,063	–	–	0.01%	356
2019 Q4	$12.6M	Hold	109,063	–	–	﹤0.01%	378
2019 Q3	$10.7M	Hold	109,063	–	–	﹤0.01%	384
2019 Q2	$13.5M	Hold	109,063	–	–	﹤0.01%	374
2019 Q1	$9.02M	Hold	109,063	–	–	﹤0.01%	387
2018 Q4	$6.96M	Hold	109,063	–	–	﹤0.01%	391
2018 Q3	$7.67M	Hold	109,063	–	–	﹤0.01%	415
2018 Q2	$5.49M	Sell	109,063 -327,187	-75%	-$15.6M	﹤0.01%	422
2018 Q1	$17.4M	Hold	436,250	–	–	﹤0.01%	403
2017 Q4	$11.2M	Hold	436,250	–	–	﹤0.01%	405
2017 Q3	$12.3M	Hold	436,250	–	–	﹤0.01%	401
2017 Q2	$9.95M	Buy	+436,250	New	+$10.8M	﹤0.01%	411

Other funds holding OKTA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return