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Spearhead Capital Advisors’s Okta OKTA Stock Holding History

Spearhead 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
2022
Q2 		– Sell
-1,447
Closed -$218K – 201
2022
Q1 		$218K Sell
1,447
-246
-15% -$44.1K 0.03% 182
2021
Q4 		$380K Buy
1,693
+20
+1% +$4.76K 0.05% 126
2021
Q3 		$397K Sell
1,673
-7
-0.4% -$1.74K 0.05% 126
2021
Q2 		$411K Buy
1,680
+190
+13% +$45.9K 0.06% 136
2021
Q1 		$328K Sell
1,490
-194
-12% -$48.8K 0.05% 145
2020
Q4 		$428K Buy
1,684
+33
+2% +$7.84K 0.07% 112
2020
Q3 		$353K Buy
1,651
+89
+6% +$18.6K 0.07% 109
2020
Q2 		$313K Buy
+1,562
New +$265K 0.07% 98

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spearhead Capital Advisors's OKTA Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,447 shares — an estimated $218K sold.

Spearhead Capital Advisors first reported a position in OKTA in Q2 2020 and held it in 8 quarters. The position peaked at $428K in Q4 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Spearhead Capital Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,447 Okta shares in Q2 2022, an estimated $218K.
  • Spearhead Capital Advisors first reported a position in Okta in Q2 2020 and held it in 8 quarters.
  • Spearhead Capital Advisors's Okta position peaked at $428K in Q4 2020.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.