Karp Capital Management’s Okta OKTA Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-22,414	Closed	-$5.03M	–	155
2021 Q4	$5.03M	Buy	22,414 +3,111	+16%	+$741K	0.63%	64
2021 Q3	$4.58M	Buy	19,303 +1,516	+9%	+$376K	0.65%	62
2021 Q2	$4.35M	Buy	17,787 +2,203	+14%	+$532K	0.64%	63
2021 Q1	$3.44M	Buy	15,584 +2,201	+16%	+$553K	0.62%	65
2020 Q4	$3.4M	Sell	13,383 -980	-7%	-$233K	0.7%	53
2020 Q3	$3.07M	Sell	14,363 -2,385	-14%	-$497K	0.75%	49
2020 Q2	$3.35M	Sell	16,748 -37	-0.2%	-$6.28K	0.93%	41
2020 Q1	$2.05M	Buy	16,785 +3,830	+30%	+$481K	0.67%	53
2019 Q4	$1.5M	Buy	12,955 +2,435	+23%	+$280K	0.39%	69
2019 Q3	$1.04M	Buy	10,520 +8,850	+530%	+$1.11M	0.3%	73
2019 Q2	$206K	Sell	1,670 -850	-34%	-$92.2K	0.07%	102
2019 Q1	$208K	Hold	2,520	–	–	0.07%	108
2018 Q4	$161K	Buy	+2,520	New	+$149K	0.08%	98

Other funds holding OKTA

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return