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Gladstone Institutional Advisory’s Okta OKTA Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-2,947
Closed -$276K – 717
2024
Q2 		$276K Buy
+2,947
New +$279K 0.01% 565
2024
Q1 		– Sell
-2,332
Closed -$211K – 690
2023
Q4 		$211K Sell
2,332
-672
-22% -$51.3K 0.01% 617
2023
Q3 		$245K Sell
3,004
-2,020
-40% -$153K 0.02% 533
2023
Q2 		$348K Buy
5,024
+2,564
+104% +$195K 0.02% 484
2023
Q1 		$212K Buy
+2,460
New +$187K 0.01% 600
2021
Q1 		– Sell
-1,330
Closed -$338K – 433
2020
Q4 		$338K Sell
1,330
-2,962
-69% -$704K 0.07% 209
2020
Q3 		$918K Buy
4,292
+260
+6% +$54.2K 0.22% 104
2020
Q2 		$807K Buy
+4,032
New +$685K 0.21% 99

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Gladstone Institutional Advisory's OKTA Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Okta (OKTA) in Q3 2024, closing a stake of 2,947 shares — an estimated $276K sold.

Gladstone Institutional Advisory first reported a position in OKTA in Q2 2020 and held it in 8 quarters. The position peaked at $918K in Q3 2020. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,947 Okta shares in Q3 2024, an estimated $276K.
  • Gladstone Institutional Advisory first reported a position in Okta in Q2 2020 and held it in 8 quarters.
  • Gladstone Institutional Advisory's Okta position peaked at $918K in Q3 2020.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.