Ken Fisher
OKTA icon

Ken Fisher’s Okta OKTA Stock Holding History

Ken Fisher’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
Q3 		– Sell
-3,874
Closed -$363K – 987
2024
Q2 		$363K Buy
3,874
+221
+6% +$20.9K ﹤0.01% 844
2024
Q1 		$382K Buy
3,653
+384
+12% +$35.4K ﹤0.01% 823
2023
Q4 		$296K Buy
+3,269
New +$249K ﹤0.01% 868
2022
Q2 		– Sell
-1,515
Closed -$229K – 966
2022
Q1 		$229K Buy
1,515
+19
+1% +$3.41K ﹤0.01% 865
2021
Q4 		$335K Sell
1,496
-41
-3% -$9.77K ﹤0.01% 828
2021
Q3 		$365K Buy
1,537
+16
+1% +$3.97K ﹤0.01% 773
2021
Q2 		$372K Buy
1,521
+444
+41% +$107K ﹤0.01% 768
2021
Q1 		$237K Sell
1,077
-29
-3% -$7.29K ﹤0.01% 838
2020
Q4 		$281K Sell
1,106
-105
-9% -$25K ﹤0.01% 808
2020
Q3 		$259K Sell
1,211
-224
-16% -$46.7K ﹤0.01% 770
2020
Q2 		$287K Buy
+1,435
New +$244K ﹤0.01% 731
2019
Q2 		– Sell
-2,430
Closed -$201K – 858
2019
Q1 		$201K Buy
+2,430
New +$192K ﹤0.01% 765

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Ken Fisher's OKTA Position: Q3 2024 in Review

Ken Fisher sold out of Okta (OKTA) in Q3 2024, closing a stake of 3,874 shares — an estimated $363K sold.

Ken Fisher first reported a position in OKTA in Q1 2019 and held it in 12 quarters. The position peaked at $382K in Q1 2024. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Ken Fisher reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 3,874 Okta shares in Q3 2024, an estimated $363K.
  • Ken Fisher first reported a position in Okta in Q1 2019 and held it in 12 quarters.
  • Ken Fisher's Okta position peaked at $382K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.