Seeyond’s Okta OKTA Stock Holding History

Seeyond’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 Q4	$150K	Sell	2,192 -4	-0.2%	-$228	0.01%	523
2022 Q3	$124K	Sell	2,196 -122	-5%	-$10.5K	0.01%	567
2022 Q2	$209K	Sell	2,318 -47	-2%	-$5.08K	0.02%	532
2022 Q1	$357K	Sell	2,365 -2,137	-47%	-$383K	0.04%	500
2021 Q4	$1.01M	Buy	4,502 +1,953	+77%	+$465K	0.09%	351
2021 Q3	$604K	Sell	2,549 -2,786	-52%	-$692K	0.06%	440
2021 Q2	$1.3M	Buy	5,335 +24	+0.5%	+$5.79K	0.12%	265
2021 Q1	$1.17M	Sell	5,311 -4,267	-45%	-$1.07M	0.12%	270
2020 Q4	$2.44M	Sell	9,578 -173	-2%	-$41.1K	0.25%	106
2020 Q3	$2.08M	Buy	9,751 +180	+2%	+$37.5K	0.23%	118
2020 Q2	$1.92M	Buy	9,571 +8,702	+1,001%	+$1.48M	0.22%	121
2020 Q1	$459K	Sell	869 -21	-2%	-$2.63K	0.06%	387
2019 Q4	$103K	Hold	890	–	–	0.01%	611
2019 Q3	$88K	Hold	890	–	–	0.01%	614
2019 Q2	$110K	Buy	+890	New	+$96.6K	0.01%	609

Other funds holding OKTA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

DMC

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

CIP

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

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

Seeyond's OKTA Position: Q4 2022 in Review

Seeyond reduced its Okta (OKTA) stake by 0.18% in Q4 2022, selling an estimated $228 and leaving 2,192 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #523.

Seeyond first reported a position in OKTA in Q2 2019 and has held it in 15 quarters since. The position peaked at $2.44M in Q4 2020. 582 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Seeyond held 2,192 shares of Okta worth $150K as of Q4 2022.
Seeyond sold 4 Okta shares in Q4 2022, an estimated $228.
Okta made up 0.01% of Seeyond's portfolio in Q4 2022, its #523 holding.
Seeyond first reported a position in Okta in Q2 2019 and has held it in 15 quarters since.
Seeyond's Okta position peaked at $2.44M in Q4 2020.
582 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.