Menlo Advisors’s Okta OKTA Stock Holding History

Menlo Advisors’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 Q1	–	Sell	-13,059	Closed	-$2.93M	–	42
2021 Q4	$2.93M	Sell	13,059 -1,310	-9%	-$312K	1.46%	25
2021 Q3	$3.41M	Hold	14,369	–	–	1.8%	23
2021 Q2	$3.52M	Buy	+14,369	New	+$3.47M	1.9%	22

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Menlo Advisors's OKTA Position: Q1 2022 in Review

Menlo Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 13,059 shares — an estimated $2.93M sold.

Menlo Advisors first reported a position in OKTA in Q2 2021 and held it in 3 quarters. The position peaked at $3.52M in Q2 2021. 685 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Menlo Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Menlo Advisors sold 13,059 Okta shares in Q1 2022, an estimated $2.93M.
Menlo Advisors first reported a position in Okta in Q2 2021 and held it in 3 quarters.
Menlo Advisors's Okta position peaked at $3.52M in Q2 2021.
685 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Menlo Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.