David Goel’s Okta OKTA Stock Holding History

David Goel’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 Q3	–	Sell	-575,000	Closed	-$53.8M	–	16
2024 Q2	$53.8M	Buy	+575,000	New	+$54.4M	0.41%	16

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

David Goel's OKTA Position: Q3 2024 in Review

David Goel sold out of Okta (OKTA) in Q3 2024, closing a stake of 575,000 shares — an estimated $53.8M sold.

David Goel first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $53.8M in Q2 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

David Goel reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
David Goel sold 575,000 Okta shares in Q3 2024, an estimated $53.8M.
David Goel first reported a position in Okta in Q2 2024 and held it in 1 quarter.
David Goel's Okta position peaked at $53.8M in Q2 2024.
629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Matrix Capital Management Company's 13F filing for Q3 2024, filed 14 Nov 2024.