NuWave Investment Management’s Okta OKTA Stock Holding History

NuWave Investment 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
2022 Q3	$711K	Buy	12,503 +6,994	+127%	+$602K	0.82%	24
2022 Q2	$498K	Buy	5,509 +4,406	+399%	+$476K	0.67%	49
2022 Q1	$167K	Buy	+1,103	New	+$198K	0.22%	137
2021 Q3	–	Sell	-25	Closed	-$6K	–	397
2021 Q2	$6K	Buy	+25	New	+$6.03K	0.01%	313
2021 Q1	–	Sell	-5,150	Closed	-$1.31M	–	391
2020 Q4	$1.31M	Buy	+5,150	New	+$1.22M	1.71%	4

Other funds holding OKTA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DMC

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

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

CIP

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

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

NuWave Investment Management's OKTA Position: Q3 2022 in Review

NuWave Investment Management increased its Okta (OKTA) stake by 127% in Q3 2022, buying an estimated $602K and bringing the position to 12,503 shares worth $711K. The position accounts for 0.82% of the portfolio, ranked #24.

NuWave Investment Management first reported a position in OKTA in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2020. 571 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

NuWave Investment Management held 12,503 shares of Okta worth $711K as of Q3 2022.
NuWave Investment Management bought 6,994 Okta shares in Q3 2022, an estimated $602K.
Okta made up 0.82% of NuWave Investment Management's portfolio in Q3 2022, its #24 holding.
NuWave Investment Management first reported a position in Okta in Q4 2020 and has held it in 5 quarters since.
NuWave Investment Management's Okta position peaked at $1.31M in Q4 2020.
571 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.