Nikko Asset Management Americas’s Okta OKTA Stock Holding History

Nikko Asset Management Americas’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 Q3	–	Sell	-1,129	Closed	-$106K	–	191
2024 Q2	$106K	Sell	1,129 -264	-19%	-$25K	﹤0.01%	189
2024 Q1	$146K	Sell	1,393 -100	-7%	-$9.22K	﹤0.01%	190
2023 Q4	$135K	Sell	1,493 -150	-9%	-$11.4K	﹤0.01%	192
2023 Q3	$134K	Sell	1,643 -41,533	-96%	-$3.15M	﹤0.01%	195
2023 Q2	$2.99M	Sell	43,176 -1,989	-4%	-$151K	0.03%	131
2023 Q1	$3.85M	Hold	45,165	–	–	0.04%	121
2022 Q4	$3.08M	Buy	45,165 +87	+0.2%	+$4.97K	0.04%	136
2022 Q3	$2.57M	Buy	45,078 +137	+0.3%	+$11.8K	0.03%	138
2022 Q2	$3.97M	Sell	44,941 -292,631	-87%	-$31.6M	0.05%	123
2022 Q1	$51M	Sell	337,572 -2,482	-0.7%	-$445K	0.37%	50
2021 Q4	$76.3M	Sell	340,054 -45,697	-12%	-$10.9M	0.4%	53
2021 Q3	$91.7M	Sell	385,751 -32,334	-8%	-$8.03M	0.39%	54
2021 Q2	$102M	Buy	+418,085	New	+$101M	0.4%	58
2021 Q1	–	Sell	-147,365	Closed	-$37.5M	–	223
2020 Q4	$37.5M	Buy	147,365 +59,786	+68%	+$14.2M	0.21%	88
2020 Q3	$18.9M	Buy	+87,579	New	+$18.3M	0.17%	85

Other funds holding OKTA

Fidelity Investments

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

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

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

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

First Trust Advisors

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return