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Southpoint Capital Advisors’s Okta OKTA Stock Holding History

Southpoint Capital 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
2023
Q4 		– Sell
-840,558
Closed -$68.5M – 56
2023
Q3 		$68.5M Buy
+840,558
New +$63.7M 1.53% 22
2023
Q2 		– Sell
-400,000
Closed -$34.5M – 52
2023
Q1 		$34.5M Sell
400,000
-49,203
-11% -$3.75M 0.78% 37
2022
Q4 		$30.7M Buy
+449,203
New +$25.6M 0.79% 32

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
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
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

Southpoint Capital Advisors's OKTA Position: Q4 2023 in Review

Southpoint Capital Advisors sold out of Okta (OKTA) in Q4 2023, closing a stake of 840,558 shares — an estimated $68.5M sold.

Southpoint Capital Advisors first reported a position in OKTA in Q4 2022 and held it in 3 quarters. The position peaked at $68.5M in Q3 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Southpoint Capital Advisors reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Southpoint Capital Advisors sold 840,558 Okta shares in Q4 2023, an estimated $68.5M.
  • Southpoint Capital Advisors first reported a position in Okta in Q4 2022 and held it in 3 quarters.
  • Southpoint Capital Advisors's Okta position peaked at $68.5M in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Southpoint Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.