USS Investment Management’s Okta OKTA Stock Holding History

USS Investment 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 Q4	–	Sell	-38,376	Closed	-$2.85M	–	567
2024 Q3	$2.85M	Buy	38,376 +133	+0.3%	+$11.6K	0.02%	464
2024 Q2	$3.58M	Hold	38,243	–	–	0.03%	428
2024 Q1	$4M	Buy	38,243 +2,231	+6%	+$206K	0.03%	410
2023 Q4	$3.26M	Buy	36,012 +1,859	+5%	+$142K	0.03%	457
2023 Q3	$2.78M	Buy	34,153 +4,719	+16%	+$358K	0.03%	468
2023 Q2	$2.04M	Hold	29,434	–	–	0.02%	503
2023 Q1	$2.54M	Buy	29,434 +3,733	+15%	+$284K	0.03%	467
2022 Q4	$1.76M	Hold	25,701	–	–	0.02%	510
2022 Q3	$1.46M	Sell	25,701 -7,628	-23%	-$656K	0.02%	524
2022 Q2	$3.01M	Sell	33,329 -1,765	-5%	-$191K	0.03%	487
2022 Q1	$5.29M	Buy	35,094 +8,323	+31%	+$1.49M	0.04%	426
2021 Q4	$6M	Hold	26,771	–	–	0.05%	398
2021 Q3	$6.35M	Buy	26,771 +19,160	+252%	+$4.76M	0.05%	366
2021 Q2	$1.86M	Hold	7,611	–	–	0.01%	444
2021 Q1	$1.68M	Hold	7,611	–	–	0.01%	437
2020 Q4	$1.94M	Hold	7,611	–	–	0.02%	390
2020 Q3	$1.63M	Hold	7,611	–	–	0.02%	402
2020 Q2	$1.52M	Buy	+7,611	New	+$1.29M	0.02%	411

Other funds holding OKTA

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 New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return