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
2020 Q4	–	Sell	-500	Closed	-$2K	–	280
2020 Q3	$2K	Buy	+500	New	+$104K	﹤0.01%	330

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 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. 571 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.
571 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.