SHGA
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Sand Hill Global Advisors’s Okta OKTA Stock Holding History

Sand Hill Global Advisors’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
-1,350
Closed -$303K – 160
2021
Q4 		$303K Hold
1,350
– – 0.02% 131
2021
Q3 		$320K Sell
1,350
-45
-3% -$11.2K 0.02% 124
2021
Q2 		$341K Sell
1,395
-28
-2% -$6.76K 0.02% 117
2021
Q1 		$314K Sell
1,423
-157
-10% -$39.5K 0.02% 110
2020
Q4 		$402K Hold
1,580
– – 0.03% 105
2020
Q3 		$338K Buy
1,580
+5
+0.3% +$1.04K 0.03% 104
2020
Q2 		$315K Sell
1,575
-270
-15% -$45.8K 0.03% 104
2020
Q1 		$226K Buy
1,845
+45
+3% +$5.65K 0.02% 111
2019
Q4 		$208K Buy
+1,800
New +$207K 0.02% 133
2019
Q3 		– Sell
-1,800
Closed -$222K – 133
2019
Q2 		$222K Buy
+1,800
New +$195K 0.02% 100

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return