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 $1.9T AUM 41.92% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return