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Jackson Square Capital’s Okta OKTA Stock Holding History

Jackson Square 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
2022
Q3 		– Sell
-19,630
Closed -$1.77M – 140
2022
Q2 		$1.77M Buy
19,630
+10,314
+111% +$1.11M 0.75% 40
2022
Q1 		$1.41M Sell
9,316
-1,030
-10% -$185K 0.44% 64
2021
Q4 		$2.32M Sell
10,346
-3,511
-25% -$836K 0.67% 46
2021
Q3 		$3.29M Sell
13,857
-413
-3% -$103K 1.07% 29
2021
Q2 		$3.49M Sell
14,270
-2,395
-14% -$578K 1.12% 27
2021
Q1 		$3.67M Sell
16,665
-3,811
-19% -$958K 1.4% 23
2020
Q4 		$5.21M Sell
20,476
-1,408
-6% -$335K 2% 14
2020
Q3 		$4.68M Sell
21,884
-2,318
-10% -$483K 2.06% 12
2020
Q2 		$4.85M Sell
24,202
-1,645
-6% -$279K 2.45% 5
2020
Q1 		$3.16M Sell
25,847
-2,974
-10% -$373K 2.46% 11
2019
Q4 		$3.33M Buy
+28,821
New +$3.32M 1.92% 11

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return