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Disciplined Growth Investors’s Okta OKTA Stock Holding History

Disciplined Growth Investors’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
Q2 		– Sell
-1,667
Closed -$252K – 85
2022
Q1 		$252K Sell
1,667
-229
-12% -$41K 0.01% 90
2021
Q4 		$425K Buy
+1,896
New +$452K 0.01% 82

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Growth Investors's OKTA Position: Q2 2022 in Review

Disciplined Growth Investors sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,667 shares — an estimated $252K sold.

Disciplined Growth Investors first reported a position in OKTA in Q4 2021 and held it in 2 quarters. The position peaked at $425K in Q4 2021. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Disciplined Growth Investors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Disciplined Growth Investors sold 1,667 Okta shares in Q2 2022, an estimated $252K.
  • Disciplined Growth Investors first reported a position in Okta in Q4 2021 and held it in 2 quarters.
  • Disciplined Growth Investors's Okta position peaked at $425K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Disciplined Growth Investors's 13F filing for Q2 2022, filed 15 Aug 2022.