Meritech Capital Associates V’s Okta OKTA Stock Holding History

Meritech Capital Associates V’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 Q1	–	Sell	-102,100	Closed	-$9.24M	–	6
2023 Q4	$9.24M	Hold	102,100	–	–	2.25%	5
2023 Q3	$8.32M	Hold	102,100	–	–	2.65%	5
2023 Q2	$7.08M	Hold	102,100	–	–	1.7%	6
2023 Q1	$8.81M	Sell	102,100 -127,611	-56%	-$9.71M	1.85%	7
2022 Q4	$15.7M	Hold	229,711	–	–	3.83%	5
2022 Q3	$13.1M	Buy	229,711 +68,087	+42%	+$5.86M	2.23%	6
2022 Q2	$14.6M	Sell	161,624 -101,671	-39%	-$11M	2.26%	6
2022 Q1	$39.7M	Sell	263,295 -441,739	-63%	-$79.2M	3.75%	5
2021 Q4	$158M	Sell	705,034 -68,087	-9%	-$16.2M	5.06%	4
2021 Q3	$183M	Sell	773,121 -141,006	-15%	-$35M	5.48%	4
2021 Q2	$224M	Buy	+914,127	New	+$221M	4.78%	4

Other funds holding OKTA

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meritech Capital Associates V's OKTA Position: Q1 2024 in Review

Meritech Capital Associates V sold out of Okta (OKTA) in Q1 2024, closing a stake of 102,100 shares — an estimated $9.24M sold.

Meritech Capital Associates V first reported a position in OKTA in Q2 2021 and held it in 11 quarters. The position peaked at $224M in Q2 2021. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

Meritech Capital Associates V reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
Meritech Capital Associates V sold 102,100 Okta shares in Q1 2024, an estimated $9.24M.
Meritech Capital Associates V first reported a position in Okta in Q2 2021 and held it in 11 quarters.
Meritech Capital Associates V's Okta position peaked at $224M in Q2 2021.
654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Meritech Capital Associates V's 13F filing for Q1 2024, filed 15 May 2024.