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Cavalry Management Group’s Okta OKTA Stock Holding History

Cavalry Management Group’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
2023
Q1 		– Sell
-338,460
Closed -$23.1M – 31
2022
Q4 		$23.1M Buy
338,460
+61,903
+22% +$3.53M 9.33% 3
2022
Q3 		$15.7M Buy
276,557
+16,669
+6% +$1.43M 1.98% 25
2022
Q2 		$23.5M Buy
+259,888
New +$28.1M 2.19% 23
2019
Q2 		– Sell
-230,055
Closed -$19M – 28
2019
Q1 		$19M Sell
230,055
-195,655
-46% -$15.5M 5.6% 8
2018
Q4 		$27.1M Buy
425,710
+264,151
+164% +$15.7M 6.32% 8
2018
Q3 		$11.4M Sell
161,559
-102,456
-39% -$6.1M 3.22% 13
2018
Q2 		$13.3M Sell
264,015
-157,408
-37% -$7.49M 5.64% 7
2018
Q1 		$16.8M Buy
421,423
+50,845
+14% +$1.7M 4.79% 11
2017
Q4 		$9.49M Buy
+370,578
New +$10.4M 2.77% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cavalry Management Group's OKTA Position: Q1 2023 in Review

Cavalry Management Group sold out of Okta (OKTA) in Q1 2023, closing a stake of 338,460 shares — an estimated $23.1M sold.

Cavalry Management Group first reported a position in OKTA in Q4 2017 and held it in 9 quarters. The position peaked at $27.1M in Q4 2018. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

  • Cavalry Management Group reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
  • Cavalry Management Group sold 338,460 Okta shares in Q1 2023, an estimated $23.1M.
  • Cavalry Management Group first reported a position in Okta in Q4 2017 and held it in 9 quarters.
  • Cavalry Management Group's Okta position peaked at $27.1M in Q4 2018.
  • 635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Cavalry Management Group's 13F filing for Q1 2023, filed 15 May 2023.