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SEP
Soma Equity Partners’s
Okta
OKTA
Stock Holding History
Soma Equity Partners’s Portfolio
OKTA Stock Details
OKTA Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-500,000
Closed
-$52.6M
–
19
2025
Q1
$52.6M
Buy
+500,000
New
+$48.8M
3.07%
18
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State Street
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1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Ameriprise
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1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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