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Lee Ainslie’s Okta OKTA Stock Holding History

Lee Ainslie’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
Q4 		– Sell
-21,649
Closed -$1.61M – 274
2024
Q3 		$1.61M Buy
21,649
+5,190
+32% +$453K 0.03% 155
2024
Q2 		$1.54M Buy
16,459
+11,552
+235% +$1.09M 0.03% 154
2024
Q1 		$513K Buy
+4,907
New +$453K 0.01% 210
2021
Q1 		– Sell
-4,726
Closed -$1.2M – 829
2020
Q4 		$1.2M Buy
+4,726
New +$1.12M 0.02% 205
2020
Q3 		– Sell
-3,266
Closed -$654K – 667
2020
Q2 		$654K Buy
+3,266
New +$554K 0.01% 414

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's OKTA Position: Q4 2024 in Review

Lee Ainslie sold out of Okta (OKTA) in Q4 2024, closing a stake of 21,649 shares — an estimated $1.61M sold.

Lee Ainslie first reported a position in OKTA in Q2 2020 and held it in 5 quarters. The position peaked at $1.61M in Q3 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Lee Ainslie reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Lee Ainslie sold 21,649 Okta shares in Q4 2024, an estimated $1.61M.
  • Lee Ainslie first reported a position in Okta in Q2 2020 and held it in 5 quarters.
  • Lee Ainslie's Okta position peaked at $1.61M in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Maverick Capital's 13F filing for Q4 2024, filed 14 Feb 2025.