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Marsico Capital Management’s Okta OKTA Stock Holding History

Marsico Capital Management’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
2021
Q2 		– Sell
-25,974
Closed -$5.72M – 92
2021
Q1 		$5.72M Buy
25,974
+176
+0.7% +$44.2K 0.15% 67
2020
Q4 		$6.56M Sell
25,798
-192
-0.7% -$45.6K 0.17% 62
2020
Q3 		$5.56M Sell
25,990
-4,203
-14% -$876K 0.15% 57
2020
Q2 		$6.05M Buy
30,193
+363
+1% +$61.6K 0.19% 50
2020
Q1 		$3.65M Buy
+29,830
New +$3.74M 0.16% 57

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DVC
Deer VIII & Co Larchmont, New York $3.56B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Marsico Capital Management's OKTA Position: Q2 2021 in Review

Marsico Capital Management sold out of Okta (OKTA) in Q2 2021, closing a stake of 25,974 shares — an estimated $5.72M sold.

Marsico Capital Management first reported a position in OKTA in Q1 2020 and held it in 5 quarters. The position peaked at $6.56M in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Marsico Capital Management reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Marsico Capital Management sold 25,974 Okta shares in Q2 2021, an estimated $5.72M.
  • Marsico Capital Management first reported a position in Okta in Q1 2020 and held it in 5 quarters.
  • Marsico Capital Management's Okta position peaked at $6.56M in Q4 2020.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Marsico Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.