Founders Circle Capital’s Okta OKTA Stock Holding History

Founders Circle Capital’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 Q1	–	Sell	-89,471	Closed	-$8.1M	–	8
2023 Q4	$8.1M	Hold	89,471	–	–	8.31%	4
2023 Q3	$7.29M	Buy	89,471 +1	+0%	+$76	8.33%	5
2023 Q2	$6.2M	Hold	89,470	–	–	6.57%	5
2023 Q1	$7.72M	Hold	89,470	–	–	7.13%	6
2022 Q4	$6.11M	Hold	89,470	–	–	4.3%	7
2022 Q3	$5.09M	Hold	89,470	–	–	2.9%	9
2022 Q2	$8.09M	Hold	89,470	–	–	4.91%	7
2022 Q1	$13.5M	Hold	89,470	–	–	5.9%	6
2021 Q4	$20.1M	Hold	89,470	–	–	5.61%	6
2021 Q3	$21.2M	Hold	89,470	–	–	6.46%	7
2021 Q2	$21.9M	Buy	+89,470	New	+$21.6M	7.92%	6

Other funds holding OKTA

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 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

VOYA Investment Management

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

American Century Companies

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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