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CM
Crestline Management’s
Okta
OKTA
Stock Holding History
Crestline 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
2025
Q1
–
Sell
-50,902
Closed
-$4.01M
–
447
2024
Q4
$4.01M
Buy
50,902
+5,201
+11%
+$403K
0.14%
175
2024
Q3
$3.4M
Sell
45,701
-37,011
-45%
-$3.23M
0.19%
140
2024
Q2
$7.74M
Buy
82,712
+67,041
+428%
+$6.35M
0.61%
52
2024
Q1
$1.64M
Buy
+15,671
New
+$1.45M
0.16%
142
2023
Q2
–
Sell
-13,471
Closed
-$1.16M
–
183
2023
Q1
$1.16M
Buy
+13,471
New
+$1.03M
0.14%
120
2022
Q3
–
Sell
-20,460
Closed
-$1.85M
–
249
2022
Q2
$1.85M
Buy
+20,460
New
+$2.21M
0.24%
87
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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27.84%
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Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
WRCM
Whale Rock Capital Management
Boston, Massachusetts
$7.74B AUM
180.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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