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Mass Ave Global’s Okta OKTA Stock Holding History

Mass Ave Global’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
2022
Q4 		$2.03M Buy
+29,765
New +$1.7M 0.59% 25
2022
Q1 		– Sell
-20,463
Closed -$4.59M – 39
2021
Q4 		$4.59M Buy
+20,463
New +$4.87M 2.4% 11

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mass Ave Global's OKTA Position: Q4 2022 in Review

Mass Ave Global opened a new position in Okta (OKTA) in Q4 2022: 29,765 shares worth $2.03M. The stake represents 0.59% of the portfolio and ranks #25 among its holdings. This is a return to the name: Mass Ave Global previously reported a position in OKTA as recently as Q4 2021.

Mass Ave Global first reported a position in OKTA in Q4 2021 and has held it in 2 quarters since. The position peaked at $4.59M in Q4 2021. 582 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Mass Ave Global held 29,765 shares of Okta worth $2.03M as of Q4 2022.
  • Okta was a new Mass Ave Global position in Q4 2022.
  • Okta made up 0.59% of Mass Ave Global's portfolio in Q4 2022, its #25 holding.
  • Mass Ave Global first reported a position in Okta in Q4 2021 and has held it in 2 quarters since.
  • Mass Ave Global's Okta position peaked at $4.59M in Q4 2021.
  • 582 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Mass Ave Global's 13F filing for Q4 2022, filed 14 Feb 2023.