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Lakehouse Capital’s Okta OKTA Stock Holding History

Lakehouse 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 		$2.48M Buy
+9,775
New +$2.32M 1.87% 14

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

Lakehouse Capital's OKTA Position: Q4 2020 in Review

Lakehouse Capital opened a new position in Okta (OKTA) in Q4 2020: 9,775 shares worth $2.48M. The stake represents 1.87% of the portfolio and ranks #14 among its holdings.

720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Lakehouse Capital held 9,775 shares of Okta worth $2.48M as of Q4 2020.
  • Okta was a new Lakehouse Capital position in Q4 2020.
  • Okta made up 1.87% of Lakehouse Capital's portfolio in Q4 2020, its #14 holding.
  • 720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Lakehouse Capital's 13F filing for Q4 2020, filed 9 Feb 2021.