Echo Street Capital Management’s Okta OKTA Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-4,658	Closed	-$380K	–	306
2023 Q3	$380K	Sell	4,658 -17,699	-79%	-$1.34M	﹤0.01%	326
2023 Q2	$1.55M	Buy	+22,357	New	+$1.7M	0.01%	103
2022 Q4	–	Sell	-19,216	Closed	-$1.09M	–	613
2022 Q3	$1.09M	Buy	19,216 +12,797	+199%	+$1.1M	0.01%	149
2022 Q2	$580K	Sell	6,419 -3,560	-36%	-$384K	0.01%	284
2022 Q1	$1.51M	Buy	+9,979	New	+$1.79M	0.01%	164
2021 Q3	–	Sell	-855	Closed	-$209K	–	713
2021 Q2	$209K	Buy	+855	New	+$206K	﹤0.01%	550

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Echo Street Capital Management's OKTA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Okta (OKTA) in Q4 2023, closing a stake of 4,658 shares — an estimated $380K sold.

Echo Street Capital Management first reported a position in OKTA in Q2 2021 and held it in 6 quarters. The position peaked at $1.55M in Q2 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Echo Street Capital Management reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,658 Okta shares in Q4 2023, an estimated $380K.
Echo Street Capital Management first reported a position in Okta in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's Okta position peaked at $1.55M in Q2 2023.
621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.