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Grandeur Peak Global Advisors’s Okta OKTA Stock Holding History

Grandeur Peak Global Advisors’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
-4,487
Closed -$420K – 140
2024
Q2 		$420K Buy
+4,487
New +$425K 0.03% 116

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
CIP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Grandeur Peak Global Advisors's OKTA Position: Q3 2024 in Review

Grandeur Peak Global Advisors sold out of Okta (OKTA) in Q3 2024, closing a stake of 4,487 shares — an estimated $420K sold.

Grandeur Peak Global Advisors first reported a position in OKTA in Q2 2024 and held it in 1 quarter. The position peaked at $420K in Q2 2024. 627 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Grandeur Peak Global Advisors reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 4,487 Okta shares in Q3 2024, an estimated $420K.
  • Grandeur Peak Global Advisors first reported a position in Okta in Q2 2024 and held it in 1 quarter.
  • Grandeur Peak Global Advisors's Okta position peaked at $420K in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Grandeur Peak Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.