TAM
OKTA icon

Tucker Asset Management’s Okta OKTA Stock Holding History

Tucker 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
2024
Q3 		– Sell
-2,089
Closed -$196K – 1613
2024
Q2 		$196K Buy
2,089
+2,010
+2,544% +$190K 0.04% 167
2024
Q1 		$8.27K Buy
+79
New +$7.29K ﹤0.01% 931
2023
Q4 		– Sell
-800
Closed -$65.2K – 1528
2023
Q3 		$65.2K Buy
+800
New +$60.7K 0.02% 278
2022
Q2 		– Sell
-10
Closed -$1.51K – 686
2022
Q1 		$1.51K Buy
+10
New +$1.79K ﹤0.01% 461

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Tucker Asset Management's OKTA Position: Q3 2024 in Review

Tucker Asset Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 2,089 shares — an estimated $196K sold.

Tucker Asset Management first reported a position in OKTA in Q1 2022 and held it in 4 quarters. The position peaked at $196K in Q2 2024. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Tucker Asset Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 2,089 Okta shares in Q3 2024, an estimated $196K.
  • Tucker Asset Management first reported a position in Okta in Q1 2022 and held it in 4 quarters.
  • Tucker Asset Management's Okta position peaked at $196K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.