Pitcairn’s Okta OKTA Stock Holding History

Pitcairn’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 Q4	–	Sell	-8,016	Closed	-$596K	–	730
2024 Q3	$596K	Sell	8,016 -1,775	-18%	-$155K	0.04%	382
2024 Q2	$917K	Buy	9,791 +50	+0.5%	+$4.73K	0.06%	288
2024 Q1	$1.02M	Buy	9,741 +1,531	+19%	+$141K	0.07%	260
2023 Q4	$743K	Buy	+8,210	New	+$626K	0.05%	290

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pitcairn's OKTA Position: Q4 2024 in Review

Pitcairn sold out of Okta (OKTA) in Q4 2024, closing a stake of 8,016 shares — an estimated $596K sold.

Pitcairn first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $1.02M in Q1 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

Pitcairn reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
Pitcairn sold 8,016 Okta shares in Q4 2024, an estimated $596K.
Pitcairn first reported a position in Okta in Q4 2023 and held it in 4 quarters.
Pitcairn's Okta position peaked at $1.02M in Q1 2024.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Pitcairn's 13F filing for Q4 2024, filed 12 Feb 2025.