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Engle Capital Management’s Okta OKTA Stock Holding History

Engle 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
Q2 		– Sell
-49,000
Closed -$4.23M – 32
2023
Q1 		$4.23M Buy
+49,000
New +$3.73M 1.39% 23

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engle Capital Management's OKTA Position: Q2 2023 in Review

Engle Capital Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 49,000 shares — an estimated $4.23M sold.

Engle Capital Management first reported a position in OKTA in Q1 2023 and held it in 1 quarter. The position peaked at $4.23M in Q1 2023. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Engle Capital Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Engle Capital Management sold 49,000 Okta shares in Q2 2023, an estimated $4.23M.
  • Engle Capital Management first reported a position in Okta in Q1 2023 and held it in 1 quarter.
  • Engle Capital Management's Okta position peaked at $4.23M in Q1 2023.
  • 616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Engle Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.