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Sycomore Asset Management’s Okta OKTA Stock Holding History

Sycomore Asset Management’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
-24,000
Closed -$1.94M – 85
2023
Q3 		$1.94M Sell
24,000
-20,000
-45% -$1.52M 0.5% 47
2023
Q2 		$3.06M Buy
+44,000
New +$3.34M 0.72% 40

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 $1.9T AUM 41.92% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sycomore Asset Management's OKTA Position: Q4 2023 in Review

Sycomore Asset Management sold out of Okta (OKTA) in Q4 2023, closing a stake of 24,000 shares — an estimated $1.94M sold.

Sycomore Asset Management first reported a position in OKTA in Q2 2023 and held it in 2 quarters. The position peaked at $3.06M in Q2 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Sycomore Asset Management reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Sycomore Asset Management sold 24,000 Okta shares in Q4 2023, an estimated $1.94M.
  • Sycomore Asset Management first reported a position in Okta in Q2 2023 and held it in 2 quarters.
  • Sycomore Asset Management's Okta position peaked at $3.06M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Sycomore Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.