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SVB Financial Group’s Okta OKTA Stock Holding History

SVB Financial Group’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
2024
Q3 		– Sell
-53,152
Closed -$4.98M – 4
2024
Q2 		$4.98M Hold
53,152
– – 3.49% 3
2024
Q1 		$5.56M Sell
53,152
-26,000
-33% -$2.4M 3.07% 4
2023
Q4 		$7.17M Hold
79,152
– – 6.35% 3
2023
Q3 		$6.45M Sell
79,152
-20,720
-21% -$1.57M 12.14% 3
2023
Q2 		$6.93M Hold
99,872
– – 13.09% 3
2023
Q1 		$8.61M Sell
99,872
-12,140
-11% -$924K 16.48% 2
2022
Q4 		$7.65M Buy
+112,012
New +$6.4M 20.92% 2

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

SVB Financial Group's OKTA Position: Q3 2024 in Review

SVB Financial Group sold out of Okta (OKTA) in Q3 2024, closing a stake of 53,152 shares — an estimated $4.98M sold.

SVB Financial Group first reported a position in OKTA in Q4 2022 and held it in 7 quarters. The position peaked at $8.61M in Q1 2023. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • SVB Financial Group reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • SVB Financial Group sold 53,152 Okta shares in Q3 2024, an estimated $4.98M.
  • SVB Financial Group first reported a position in Okta in Q4 2022 and held it in 7 quarters.
  • SVB Financial Group's Okta position peaked at $8.61M in Q1 2023.
  • 628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on SVB Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.