Potrero Capital Research’s Okta OKTA Stock Holding History

Potrero Capital Research’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 Q1	–	Sell	-5,000	Closed	-$1.12M	–	73
2021 Q4	$1.12M	Hold	5,000	–	–	0.33%	36
2021 Q3	$1.19M	Hold	5,000	–	–	0.28%	51
2021 Q2	$1.22M	Hold	5,000	–	–	0.29%	60
2021 Q1	$1.1M	Hold	5,000	–	–	0.26%	74
2020 Q4	$1.27M	Hold	5,000	–	–	0.16%	56
2020 Q3	$1.07M	Hold	5,000	–	–	0.35%	44
2020 Q2	$1M	Hold	5,000	–	–	0.47%	40
2020 Q1	$611K	Hold	5,000	–	–	0.43%	38
2019 Q4	$577K	Hold	5,000	–	–	0.32%	37
2019 Q3	$492K	Hold	5,000	–	–	0.28%	42
2019 Q2	$618K	Hold	5,000	–	–	0.35%	42
2019 Q1	$414K	Hold	5,000	–	–	0.26%	37
2018 Q4	$319K	Buy	+5,000	New	+$296K	0.22%	42
2018 Q2	–	Sell	-46,528	Closed	-$1.85M	–	49
2018 Q1	$1.85M	Sell	46,528 -32,531	-41%	-$1.09M	1.39%	26
2017 Q4	$2.02M	Buy	79,059 +26,048	+49%	+$728K	1.66%	22
2017 Q3	$1.5M	Buy	+53,011	New	+$1.34M	1.26%	25

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

DMC

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Potrero Capital Research's OKTA Position: Q1 2022 in Review

Potrero Capital Research sold out of Okta (OKTA) in Q1 2022, closing a stake of 5,000 shares — an estimated $1.12M sold.

Potrero Capital Research first reported a position in OKTA in Q3 2017 and held it in 16 quarters. The position peaked at $2.02M in Q4 2017. 685 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Potrero Capital Research reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Potrero Capital Research sold 5,000 Okta shares in Q1 2022, an estimated $1.12M.
Potrero Capital Research first reported a position in Okta in Q3 2017 and held it in 16 quarters.
Potrero Capital Research's Okta position peaked at $2.02M in Q4 2017.
685 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Potrero Capital Research's 13F filing for Q1 2022, filed 16 May 2022.