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Coastal Investment Management’s Okta OKTA Stock Holding History

Coastal 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
2021
Q3 		$2.64M Hold
11,122
– – 3.68% 7
2021
Q2 		$2.72M Buy
+11,122
New +$2.68M 4.38% 5
2021
Q1 		– Sell
-15,000
Closed -$3.81M – 25
2020
Q4 		$3.81M Buy
+15,000
New +$3.57M 7.04% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Coastal Investment Management's OKTA Position: Q3 2021 in Review

Coastal Investment Management held its Okta (OKTA) position steady in Q3 2021 at 11,122 shares worth $2.64M. The position accounts for 3.68% of the portfolio, ranked #7.

Coastal Investment Management first reported a position in OKTA in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.81M in Q4 2020. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Coastal Investment Management held 11,122 shares of Okta worth $2.64M as of Q3 2021.
  • Coastal Investment Management left its Okta share count unchanged in Q3 2021.
  • Okta made up 3.68% of Coastal Investment Management's portfolio in Q3 2021, its #7 holding.
  • Coastal Investment Management first reported a position in Okta in Q4 2020 and has held it in 3 quarters since.
  • Coastal Investment Management's Okta position peaked at $3.81M in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Coastal Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.