Oracle Alpha’s Okta OKTA Stock Holding History

Oracle Alpha’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	$253K	Sell	2,418 -258	-10%	-$23.8K	0.45%	110
2023 Q4	$242K	Buy	+2,676	New	+$204K	0.31%	147

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

Oracle Alpha's OKTA Position: Q1 2024 in Review

Oracle Alpha reduced its Okta (OKTA) stake by 9.6% in Q1 2024, selling an estimated $23.8K and leaving 2,418 shares worth $253K. The position accounts for 0.45% of the portfolio, ranked #110.

Oracle Alpha first reported a position in OKTA in Q4 2023 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

Oracle Alpha held 2,418 shares of Okta worth $253K as of Q1 2024.
Oracle Alpha sold 258 Okta shares in Q1 2024, an estimated $23.8K.
Okta made up 0.45% of Oracle Alpha's portfolio in Q1 2024, its #110 holding.
Oracle Alpha first reported a position in Okta in Q4 2023 and has held it in 2 quarters since.
655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.