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Kennedy Capital Management’s Okta OKTA Stock Holding History

Kennedy 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
2020
Q4 		– Sell
-1,156
Closed -$247K – 690
2020
Q3 		$247K Hold
1,156
– – 0.01% 632
2020
Q2 		$231K Buy
+1,156
New +$196K 0.01% 637
2019
Q2 		– Sell
-21,252
Closed -$1.76M – 717
2019
Q1 		$1.76M Sell
21,252
-19,310
-48% -$1.53M 0.04% 554
2018
Q4 		$2.59M Buy
+40,562
New +$2.4M 0.06% 490

Other funds holding OKTA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's OKTA Position: Q4 2020 in Review

Kennedy Capital Management sold out of Okta (OKTA) in Q4 2020, closing a stake of 1,156 shares — an estimated $247K sold.

Kennedy Capital Management first reported a position in OKTA in Q4 2018 and held it in 4 quarters. The position peaked at $2.59M in Q4 2018. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Kennedy Capital Management reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 1,156 Okta shares in Q4 2020, an estimated $247K.
  • Kennedy Capital Management first reported a position in Okta in Q4 2018 and held it in 4 quarters.
  • Kennedy Capital Management's Okta position peaked at $2.59M in Q4 2018.
  • 720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Kennedy Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.