LSA
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L & S Advisors’s Okta OKTA Stock Holding History

L & S Advisors’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
-2,200
Closed -$206K – 368
2024
Q2 		$206K Buy
+2,200
New +$208K 0.02% 312
2023
Q3 		– Sell
-12,142
Closed -$842K – 318
2023
Q2 		$842K Buy
+12,142
New +$922K 0.11% 171
2021
Q3 		– Sell
-6,812
Closed -$1.67M – 368
2021
Q2 		$1.67M Buy
+6,812
New +$1.64M 0.18% 171
2021
Q1 		– Sell
-5,069
Closed -$1.29M – 378
2020
Q4 		$1.29M Buy
5,069
+4,069
+407% +$967K 0.15% 189
2020
Q3 		$214K Buy
+1,000
New +$208K 0.03% 273

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 $5.7T 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 $93.4B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return