Riverbridge Partners’s Okta OKTA Stock Holding History

Riverbridge Partners’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 Q4	–	Sell	-5,050	Closed	-$412K	–	208
2023 Q3	$412K	Sell	5,050 -2,564	-34%	-$194K	0.01%	157
2023 Q2	$528K	Sell	7,614 -81	-1%	-$6.15K	0.01%	144
2023 Q1	$664K	Sell	7,695 -52	-0.7%	-$3.96K	0.01%	133
2022 Q4	$529K	Hold	7,747	–	–	0.01%	149
2022 Q3	$441K	Hold	7,747	–	–	0.01%	159
2022 Q2	$700K	Buy	7,747 +2,543	+49%	+$275K	0.01%	136
2022 Q1	$786K	Hold	5,204	–	–	0.01%	126
2021 Q4	$1.17M	Buy	5,204 +2,049	+65%	+$488K	0.01%	126
2021 Q3	$749K	Buy	3,155 +933	+42%	+$232K	0.01%	126
2021 Q2	$544K	Buy	+2,222	New	+$536K	0.01%	135

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

CIP

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Riverbridge Partners's OKTA Position: Q4 2023 in Review

Riverbridge Partners sold out of Okta (OKTA) in Q4 2023, closing a stake of 5,050 shares — an estimated $412K sold.

Riverbridge Partners first reported a position in OKTA in Q2 2021 and held it in 10 quarters. The position peaked at $1.17M in Q4 2021. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Riverbridge Partners reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
Riverbridge Partners sold 5,050 Okta shares in Q4 2023, an estimated $412K.
Riverbridge Partners first reported a position in Okta in Q2 2021 and held it in 10 quarters.
Riverbridge Partners's Okta position peaked at $1.17M in Q4 2021.
621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Riverbridge Partners's 13F filing for Q4 2023, filed 24 Jan 2024.