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Essex Investment Management’s Okta OKTA Stock Holding History

Essex Investment 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
2020
Q1 		– Sell
-980
Closed -$113K – 447
2019
Q4 		$113K Sell
980
-46,532
-98% -$5.36M 0.01% 381
2019
Q3 		$4.68M Buy
47,512
+3,104
+7% +$388K 0.68% 31
2019
Q2 		$5.49M Sell
44,408
-957
-2% -$104K 0.75% 22
2019
Q1 		$3.75M Sell
45,365
-1,433
-3% -$113K 0.55% 40
2018
Q4 		$2.99M Sell
46,798
-61,554
-57% -$3.65M 0.47% 53
2018
Q3 		$7.62M Sell
108,352
-20,067
-16% -$1.19M 0.9% 18
2018
Q2 		$6.47M Sell
128,419
-8,222
-6% -$391K 0.81% 24
2018
Q1 		$5.45M Sell
136,641
-5,898
-4% -$197K 0.72% 34
2017
Q4 		$3.65M Sell
142,539
-1,445
-1% -$40.4K 0.48% 47
2017
Q3 		$4.06M Buy
143,984
+42,204
+41% +$1.07M 0.55% 38
2017
Q2 		$2.32M Buy
+101,780
New +$2.52M 0.33% 97

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Essex Investment Management's OKTA Position: Q1 2020 in Review

Essex Investment Management sold out of Okta (OKTA) in Q1 2020, closing a stake of 980 shares — an estimated $113K sold.

Essex Investment Management first reported a position in OKTA in Q2 2017 and held it in 11 quarters. The position peaked at $7.62M in Q3 2018. 501 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

  • Essex Investment Management reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 980 Okta shares in Q1 2020, an estimated $113K.
  • Essex Investment Management first reported a position in Okta in Q2 2017 and held it in 11 quarters.
  • Essex Investment Management's Okta position peaked at $7.62M in Q3 2018.
  • 501 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.