River Global Investors’s Okta OKTA Stock Holding History

River Global Investors’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	$1.18M	Sell	14,968 -7,176	-32%	-$556K	0.23%	75
2024 Q3	$1.65M	Buy	22,144 +9,114	+70%	+$796K	0.35%	86
2024 Q2	$1.22M	Sell	13,030 -187	-1%	-$17.7K	0.34%	105
2024 Q1	$1.38M	Sell	13,217 -151	-1%	-$13.9K	0.35%	98
2023 Q4	$1.21M	Sell	13,368 -125	-0.9%	-$9.54K	0.23%	137
2023 Q3	$1.1M	Buy	13,493 +1,323	+11%	+$100K	0.26%	119
2023 Q2	$845K	Buy	12,170 +3,020	+33%	+$229K	0.17%	151
2023 Q1	$789K	Buy	9,150 +4,450	+95%	+$339K	0.16%	154
2022 Q4	$320K	Buy	+4,700	New	+$268K	0.07%	179

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

CIP

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Global Investors's OKTA Position: Q4 2024 in Review

River Global Investors reduced its Okta (OKTA) stake by 32% in Q4 2024, selling an estimated $556K and leaving 14,968 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #75.

River Global Investors first reported a position in OKTA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

River Global Investors held 14,968 shares of Okta worth $1.18M as of Q4 2024.
River Global Investors sold 7,176 Okta shares in Q4 2024, an estimated $556K.
Okta made up 0.23% of River Global Investors's portfolio in Q4 2024, its #75 holding.
River Global Investors first reported a position in Okta in Q4 2022 and has held it in 9 quarters since.
River Global Investors's Okta position peaked at $1.65M in Q3 2024.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.