First Manhattan

First Manhattan’s Okta OKTA Stock Holding History

First Manhattan’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 Q2	–	Sell	-540	Closed	-$56.5K	–	1107
2024 Q1	$56.5K	Sell	540 -7	-1%	-$646	﹤0.01%	860
2023 Q4	$49.5K	Buy	547 +2	+0.4%	+$153	﹤0.01%	871
2023 Q3	$44.4K	Sell	545 -77	-12%	-$5.84K	﹤0.01%	891
2023 Q2	$43.1K	Buy	622 +82	+15%	+$6.23K	﹤0.01%	910
2023 Q1	$46.6K	Buy	540 +424	+366%	+$32.3K	﹤0.01%	923
2022 Q4	$7.93K	Sell	116 -50	-30%	-$2.85K	﹤0.01%	1300
2022 Q3	$9K	Hold	166	–	–	﹤0.01%	1227
2022 Q2	$15K	Hold	166	–	–	﹤0.01%	1166
2022 Q1	$25K	Hold	166	–	–	﹤0.01%	1122
2021 Q4	$37K	Sell	166 -825	-83%	-$197K	﹤0.01%	1045
2021 Q3	$235K	Hold	991	–	–	﹤0.01%	706
2021 Q2	$242K	Buy	991 +166	+20%	+$40.1K	﹤0.01%	708
2021 Q1	$181K	Buy	+825	New	+$207K	﹤0.01%	720
2020 Q3	–	Sell	-65	Closed	-$13K	–	1417
2020 Q2	$13K	Hold	65	–	–	﹤0.01%	1118
2020 Q1	$7K	Buy	+65	New	+$8.16K	﹤0.01%	1194

Other funds holding OKTA

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

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

American Century Companies

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

VOYA Investment Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return