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EPIQ Capital Group’s Okta OKTA Stock Holding History

EPIQ Capital Group’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
Q4 		$236K Buy
+3,000
New +$233K 0.06% 68
2024
Q2 		– Sell
-2,000
Closed -$209K – 70
2024
Q1 		$209K Sell
2,000
-840
-30% -$77.5K 0.08% 57
2023
Q4 		$257K Buy
+2,840
New +$217K 0.12% 44

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EPIQ Capital Group's OKTA Position: Q4 2024 in Review

EPIQ Capital Group opened a new position in Okta (OKTA) in Q4 2024: 3,000 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings. This is a return to the name: EPIQ Capital Group previously reported a position in OKTA as recently as Q1 2024.

EPIQ Capital Group first reported a position in OKTA in Q4 2023 and has held it in 3 quarters since. The position peaked at $257K in Q4 2023. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • EPIQ Capital Group held 3,000 shares of Okta worth $236K as of Q4 2024.
  • Okta was a new EPIQ Capital Group position in Q4 2024.
  • Okta made up 0.06% of EPIQ Capital Group's portfolio in Q4 2024, its #68 holding.
  • EPIQ Capital Group first reported a position in Okta in Q4 2023 and has held it in 3 quarters since.
  • EPIQ Capital Group's Okta position peaked at $257K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.