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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

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Square Capital's OKTA Position: Q3 2022 in Review

Jackson Square Capital sold out of Okta (OKTA) in Q3 2022, closing a stake of 19,630 shares — an estimated $1.77M sold.

Jackson Square Capital first reported a position in OKTA in Q4 2019 and held it in 11 quarters. The position peaked at $5.21M in Q4 2020. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Jackson Square Capital reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Jackson Square Capital sold 19,630 Okta shares in Q3 2022, an estimated $1.77M.
  • Jackson Square Capital first reported a position in Okta in Q4 2019 and held it in 11 quarters.
  • Jackson Square Capital's Okta position peaked at $5.21M in Q4 2020.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Jackson Square Capital's 13F filing for Q3 2022, filed 13 Oct 2022.