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Eagle Asset Management’s Okta OKTA Stock Holding History

Eagle Asset 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
2024
Q3 		$1.6M Buy
20,784
+3,685
+22% +$322K 0.01% 466
2024
Q2 		$1.62M Buy
+17,099
New +$1.62M 0.01% 484
2019
Q1 		– Sell
-110,799
Closed -$7.07M – 628
2018
Q4 		$7.07M Sell
110,799
-35,705
-24% -$2.12M 0.04% 328
2018
Q3 		$10.3M Buy
146,504
+17,776
+14% +$1.06M 0.05% 337
2018
Q2 		$6.48M Sell
128,728
-81,079
-39% -$3.86M 0.03% 393
2018
Q1 		$8.36M Buy
+209,807
New +$7M 0.05% 339

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Eagle Asset Management's OKTA Position: Q3 2024 in Review

Eagle Asset Management increased its Okta (OKTA) stake by 22% in Q3 2024, buying an estimated $322K and bringing the position to 20,784 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #466.

Eagle Asset Management first reported a position in OKTA in Q1 2018 and has held it in 6 quarters since. The position peaked at $10.3M in Q3 2018. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Eagle Asset Management held 20,784 shares of Okta worth $1.6M as of Q3 2024.
  • Eagle Asset Management bought 3,685 Okta shares in Q3 2024, an estimated $322K.
  • Okta made up 0.01% of Eagle Asset Management's portfolio in Q3 2024, its #466 holding.
  • Eagle Asset Management first reported a position in Okta in Q1 2018 and has held it in 6 quarters since.
  • Eagle Asset Management's Okta position peaked at $10.3M in Q3 2018.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.