Loomis, Sayles & Company
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Loomis, Sayles & Company’s Okta OKTA Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-139
Closed -$13K – 891
2023
Q4 		$13K Buy
139
+25
+22% +$1.91K ﹤0.01% 737
2023
Q3 		$9K Sell
114
-4,137
-97% -$314K ﹤0.01% 813
2023
Q2 		$295K Buy
+4,251
New +$323K ﹤0.01% 507
2022
Q3 		– Sell
-32
Closed -$3K – 1017
2022
Q2 		$3K Hold
32
– – ﹤0.01% 778
2022
Q1 		$5K Sell
32
-30
-48% -$5.38K ﹤0.01% 796
2021
Q4 		$14K Sell
62
-8
-11% -$1.91K ﹤0.01% 701
2021
Q3 		$17K Sell
70
-46
-40% -$11.4K ﹤0.01% 739
2021
Q2 		$28K Sell
116
-553
-83% -$133K ﹤0.01% 634
2021
Q1 		$147K Buy
669
+580
+652% +$146K ﹤0.01% 527
2020
Q4 		$23K Buy
+89
New +$21.2K ﹤0.01% 618

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's OKTA Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Okta (OKTA) in Q1 2024, closing a stake of 139 shares — an estimated $13K sold.

Loomis, Sayles & Company first reported a position in OKTA in Q4 2020 and held it in 10 quarters. The position peaked at $295K in Q2 2023. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 139 Okta shares in Q1 2024, an estimated $13K.
  • Loomis, Sayles & Company first reported a position in Okta in Q4 2020 and held it in 10 quarters.
  • Loomis, Sayles & Company's Okta position peaked at $295K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.