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Gratus Capital’s Okta OKTA Stock Holding History

Gratus 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
Q2 		$8.53M Buy
91,082
+2,644
+3% +$250K 0.34% 80
2024
Q1 		$9.25M Buy
88,438
+2,177
+3% +$201K 0.42% 74
2023
Q4 		$7.81M Sell
86,261
-1,199
-1% -$91.5K 0.44% 72
2023
Q3 		$7.13M Sell
87,460
-1,184
-1% -$89.8K 0.48% 63
2023
Q2 		$6.15M Sell
88,644
-26,489
-23% -$2.01M 0.42% 68
2023
Q1 		$9.93M Sell
115,133
-2,099
-2% -$160K 0.76% 50
2022
Q4 		$8.01M Buy
117,232
+4,973
+4% +$284K 0.66% 57
2022
Q3 		$6.38M Buy
+112,259
New +$9.66M 0.68% 56

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

Gratus Capital's OKTA Position: Q2 2024 in Review

Gratus Capital increased its Okta (OKTA) stake by 3% in Q2 2024, buying an estimated $250K and bringing the position to 91,082 shares worth $8.53M. The position accounts for 0.34% of the portfolio, ranked #80.

Gratus Capital first reported a position in OKTA in Q3 2022 and has held it in 8 quarters since. The position peaked at $9.93M in Q1 2023. 636 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Gratus Capital held 91,082 shares of Okta worth $8.53M as of Q2 2024.
  • Gratus Capital bought 2,644 Okta shares in Q2 2024, an estimated $250K.
  • Okta made up 0.34% of Gratus Capital's portfolio in Q2 2024, its #80 holding.
  • Gratus Capital first reported a position in Okta in Q3 2022 and has held it in 8 quarters since.
  • Gratus Capital's Okta position peaked at $9.93M in Q1 2023.
  • 636 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.