SGAM
Smith Group Asset Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
242,793
+4,798
| +2% | +$480K | 1.59% | 31 |
|
|
2025
Q1 | $25M | Buy |
237,995
+16,594
| +7% | +$1.75M | 1.88% | 25 |
|
|
2024
Q4 | $17.4M | Buy |
221,401
+80,969
| +58% | +$6.38M | 1.29% | 34 |
|
|
2024
Q3 | $10.4M | Sell |
140,432
-81,007
| -37% | -$6.02M | 0.87% | 39 |
|
|
2024
Q2 | $20.7M | Buy |
221,439
+16,032
| +8% | +$1.5M | 1.84% | 27 |
|
|
2024
Q1 | $21.5M | Buy |
205,407
+199,737
| +3,523% | +$20.9M | 1.23% | 33 |
|
|
2023
Q4 | $513K | Buy |
+5,670
| New | +$513K | 0.03% | 129 |
|