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
2022 Q1	–	Sell	-9,300	Closed	-$2.08M	–	4115
2021 Q4	$2.08M	Sell	9,300 -11,700	-56%	-$2.79M	﹤0.01%	2754
2021 Q3	$4.98M	Sell	21,000 -62,000	-75%	-$15.4M	﹤0.01%	2072
2021 Q2	$20.3M	Buy	83,000 +43,900	+112%	+$10.6M	0.01%	1138
2021 Q1	$8.62M	Buy	+39,100	New	+$9.83M	﹤0.01%	1678
2020 Q1	–	Sell	-25,000	Closed	-$2.88M	–	4170
2019 Q4	$2.88M	Buy	+25,000	New	+$2.88M	﹤0.01%	2316
2019 Q3	–	Sell	-160,100	Closed	-$19.8M	–	4215
2019 Q2	$19.8M	Buy	+160,100	New	+$17.4M	0.02%	936
2017 Q4	–	Sell	-15,000	Closed	-$423K	–	4138
2017 Q3	$423K	Buy	+15,000	New	+$380K	﹤0.01%	3583

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

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.