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Credit Suisse’s Okta OKTA Stock Holding History

Credit Suisse’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
Q1 		$81M Sell
774,592
-27,199
-3% -$2.51M 0.08% 254
2023
Q4 		$72.6M Sell
801,791
-6,850
-0.8% -$523K 0.07% 284
2023
Q3 		$65.9M Sell
808,641
-12,872
-2% -$976K 0.07% 300
2023
Q2 		$57M Buy
821,513
+71,970
+10% +$5.47M 0.06% 359
2023
Q1 		$64.6M Sell
749,543
-71,965
-9% -$5.48M 0.07% 310
2022
Q4 		$56.1M Buy
821,508
+107,517
+15% +$6.14M 0.06% 352
2022
Q3 		$40.6M Buy
713,991
+145,731
+26% +$12.5M 0.05% 439
2022
Q2 		$51.4M Buy
568,260
+29,901
+6% +$3.23M 0.05% 375
2022
Q1 		$81.3M Buy
538,359
+306,000
+132% +$54.8M 0.07% 304
2021
Q4 		$52.1M Buy
232,359
+13,117
+6% +$3.12M 0.03% 619
2021
Q3 		$52M Sell
219,242
-5,648
-3% -$1.4M 0.03% 625
2021
Q2 		$55M Buy
224,890
+37,839
+20% +$9.13M 0.03% 631
2021
Q1 		$41.2M Buy
187,051
+1,582
+0.9% +$398K 0.02% 790
2020
Q4 		$47.2M Buy
185,469
+34,678
+23% +$8.24M 0.02% 745
2020
Q3 		$32.2M Sell
150,791
-26,635
-15% -$5.55M 0.02% 799
2020
Q2 		$35.5M Sell
177,426
-63,990
-27% -$10.9M 0.03% 684
2020
Q1 		$29.5M Buy
241,416
+118,347
+96% +$14.9M 0.03% 648
2019
Q4 		$14.2M Sell
123,069
-127,064
-51% -$14.6M 0.01% 1219
2019
Q3 		$24.6M Sell
250,133
-14,343
-5% -$1.79M 0.02% 793
2019
Q2 		$32.7M Buy
264,476
+204,693
+342% +$22.2M 0.03% 650
2019
Q1 		$4.95M Buy
59,783
+49,275
+469% +$3.9M ﹤0.01% 1717
2018
Q4 		$670K Sell
10,508
-39,365
-79% -$2.33M ﹤0.01% 3090
2018
Q3 		$3.51M Buy
49,873
+34,260
+219% +$2.04M ﹤0.01% 1933
2018
Q2 		$787K Buy
15,613
+7,195
+85% +$342K ﹤0.01% 3181
2018
Q1 		$335K Sell
8,418
-40,718
-83% -$1.36M ﹤0.01% 3531
2017
Q4 		$1.26M Buy
49,136
+34,455
+235% +$964K ﹤0.01% 2823
2017
Q3 		$414K Buy
+14,681
New +$372K ﹤0.01% 3591

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
American Century Companies
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's OKTA Position: Q1 2024 in Review

Credit Suisse reduced its Okta (OKTA) stake by 3.4% in Q1 2024, selling an estimated $2.51M and leaving 774,592 shares worth $81M. The position accounts for 0.08% of the portfolio, ranked #254.

Credit Suisse first reported a position in OKTA in Q3 2017 and has held it in 27 quarters since. The position peaked at $81.3M in Q1 2022. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Credit Suisse held 774,592 shares of Okta worth $81M as of Q1 2024.
  • Credit Suisse sold 27,199 Okta shares in Q1 2024, an estimated $2.51M.
  • Okta made up 0.08% of Credit Suisse's portfolio in Q1 2024, its #254 holding.
  • Credit Suisse first reported a position in Okta in Q3 2017 and has held it in 27 quarters since.
  • Credit Suisse's Okta position peaked at $81.3M in Q1 2022.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.