Clare Market Investments’s Okta OKTA Stock Holding History

Clare Market Investments’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 Q3	–	Sell	-3,127	Closed	-$217K	–	145
2023 Q2	$217K	Buy	+3,127	New	+$237K	0.08%	120

Other funds holding OKTA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Clare Market Investments's OKTA Position: Q3 2023 in Review

Clare Market Investments sold out of Okta (OKTA) in Q3 2023, closing a stake of 3,127 shares — an estimated $217K sold.

Clare Market Investments first reported a position in OKTA in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

Clare Market Investments reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
Clare Market Investments sold 3,127 Okta shares in Q3 2023, an estimated $217K.
Clare Market Investments first reported a position in Okta in Q2 2023 and held it in 1 quarter.
Clare Market Investments's Okta position peaked at $217K in Q2 2023.
600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Clare Market Investments's 13F filing for Q3 2023, filed 20 Feb 2025.