CS
OKTA icon

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
-4,300
Closed -$964K – 4116
2021
Q4 		$964K Sell
4,300
-19,100
-82% -$4.55M ﹤0.01% 3347
2021
Q3 		$5.55M Sell
23,400
-20,600
-47% -$5.11M ﹤0.01% 1969
2021
Q2 		$10.8M Sell
44,000
-68,900
-61% -$16.6M 0.01% 1521
2021
Q1 		$24.9M Buy
112,900
+19,800
+21% +$4.98M 0.01% 1047
2020
Q4 		$23.7M Sell
93,100
-27,900
-23% -$6.63M 0.01% 1080
2020
Q3 		$25.9M Buy
+121,000
New +$25.2M 0.02% 893

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.