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Pathstone Family Office’s Okta OKTA Stock Holding History

Pathstone Family Office’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
2023
Q3 		$262K Buy
+3,209
New +$243K ﹤0.01% 1370
2021
Q4 		– Sell
-952
Closed -$226K – 942
2021
Q3 		$226K Sell
952
-16
-2% -$3.97K 0.01% 777
2021
Q2 		$237K Buy
968
+32
+3% +$7.72K 0.01% 717
2021
Q1 		$206K Buy
+936
New +$235K 0.01% 605

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Family Office's OKTA Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Okta (OKTA) in Q3 2023: 3,209 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in OKTA as recently as Q3 2021.

Pathstone Family Office first reported a position in OKTA in Q1 2021 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Pathstone Family Office held 3,209 shares of Okta worth $262K as of Q3 2023.
  • Okta was a new Pathstone Family Office position in Q3 2023.
  • Okta made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1370 holding.
  • Pathstone Family Office first reported a position in Okta in Q1 2021 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.