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Next Financial Group’s Okta OKTA Stock Holding History

Next Financial Group’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
Q4 		$734K Buy
3,276
+423
+15% +$101K 0.05% 403
2021
Q3 		$677K Sell
2,853
-3,861
-58% -$959K 0.05% 366
2021
Q2 		$1.64M Buy
6,714
+668
+11% +$161K 0.13% 180
2021
Q1 		$1.33M Buy
6,046
+332
+6% +$83.4K 0.12% 193
2020
Q4 		$1.45M Sell
5,714
-92
-2% -$21.9K 0.14% 157
2020
Q3 		$1.24M Buy
5,806
+4,534
+356% +$945K 0.13% 163
2020
Q2 		$255K Buy
1,272
+444
+54% +$75.4K 0.03% 461
2020
Q1 		$101K Sell
828
-1,505
-65% -$189K 0.01% 753
2019
Q4 		$269K Sell
2,333
-125
-5% -$14.4K 0.03% 578
2019
Q3 		$242K Sell
2,458
-491
-17% -$61.3K 0.03% 592
2019
Q2 		$364K Buy
2,949
+2,799
+1,866% +$304K 0.04% 437
2019
Q1 		$12K Sell
150
-2,697
-95% -$213K ﹤0.01% 1077
2018
Q4 		$182K Buy
2,847
+2,797
+5,594% +$166K 0.04% 410
2018
Q3 		$4K Buy
+50
New +$2.98K ﹤0.01% 1207

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Next Financial Group's OKTA Position: Q4 2021 in Review

Next Financial Group increased its Okta (OKTA) stake by 15% in Q4 2021, buying an estimated $101K and bringing the position to 3,276 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #403.

Next Financial Group first reported a position in OKTA in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Next Financial Group held 3,276 shares of Okta worth $734K as of Q4 2021.
  • Next Financial Group bought 423 Okta shares in Q4 2021, an estimated $101K.
  • Okta made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #403 holding.
  • Next Financial Group first reported a position in Okta in Q3 2018 and has held it in 14 quarters since.
  • Next Financial Group's Okta position peaked at $1.64M in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.