Marc Stad’s Okta OKTA Stock Holding History

Marc Stad’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
2017 Q3	–	Sell	-20,000	Closed	-$456K	–	25
2017 Q2	$456K	Buy	+20,000	New	+$494K	0.08%	23

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Marc Stad's OKTA Position: Q3 2017 in Review

Marc Stad sold out of Okta (OKTA) in Q3 2017, closing a stake of 20,000 shares — an estimated $456K sold.

Marc Stad first reported a position in OKTA in Q2 2017 and held it in 1 quarter. The position peaked at $456K in Q2 2017. 100 funds tracked by Wall St. Rank hold OKTA as of Q3 2017.

Marc Stad reported no remaining Okta position as of Q3 2017 after selling out during the quarter.
Marc Stad sold 20,000 Okta shares in Q3 2017, an estimated $456K.
Marc Stad first reported a position in Okta in Q2 2017 and held it in 1 quarter.
Marc Stad's Okta position peaked at $456K in Q2 2017.
100 funds tracked by Wall St. Rank held Okta as of Q3 2017.

Based on Dragoneer Investment Group's 13F filing for Q3 2017, filed 14 Nov 2017.