MAM
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Meeder Asset Management’s Okta OKTA Stock Holding History

Meeder Asset 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
2024
Q2 		– Sell
-88
Closed -$9.21K – 957
2024
Q1 		$9.21K Buy
+88
New +$8.12K ﹤0.01% 562
2022
Q4 		– Sell
-43
Closed -$2K – 1602
2022
Q3 		$2K Sell
43
-18
-30% -$1.55K ﹤0.01% 1839
2022
Q2 		$6K Sell
61
-10
-14% -$1.08K ﹤0.01% 1591
2022
Q1 		$11K Sell
71
-18
-20% -$3.23K ﹤0.01% 1517
2021
Q4 		$20K Sell
89
-2,055
-96% -$490K ﹤0.01% 655
2021
Q3 		$509K Buy
2,144
+2,070
+2,797% +$514K 0.03% 429
2021
Q2 		$18K Buy
74
+1
+1% +$241 ﹤0.01% 1491
2021
Q1 		$16K Hold
73
– – ﹤0.01% 1474
2020
Q4 		$19K Sell
73
-1,100
-94% -$261K ﹤0.01% 803
2020
Q3 		$251K Buy
1,173
+775
+195% +$162K 0.02% 553
2020
Q2 		$81K Buy
398
+5
+1% +$849 0.01% 807
2020
Q1 		$48K Buy
393
+187
+91% +$23.5K ﹤0.01% 931
2019
Q4 		$24K Buy
206
+83
+67% +$9.56K ﹤0.01% 1293
2019
Q3 		$12K Buy
123
+20
+19% +$2.5K ﹤0.01% 1470
2019
Q2 		$13K Sell
103
-139
-57% -$15.1K ﹤0.01% 1376
2019
Q1 		$20K Buy
+242
New +$19.2K ﹤0.01% 1074

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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