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Vista Equity Partners Management’s Okta OKTA Stock Holding History

Vista Equity Partners 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
-243,946
Closed -$22.8M – 26
2024
Q2 		$22.8M Buy
243,946
+99,356
+69% +$9.41M 0.61% 9
2024
Q1 		$15.1M Sell
144,590
-58,845
-29% -$5.43M 0.4% 23
2023
Q4 		$18.4M Buy
203,435
+34,276
+20% +$2.61M 0.45% 11
2023
Q3 		$13.8M Buy
+169,159
New +$12.8M 0.34% 21

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

Vista Equity Partners Management's OKTA Position: Q3 2024 in Review

Vista Equity Partners Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 243,946 shares — an estimated $22.8M sold.

Vista Equity Partners Management first reported a position in OKTA in Q3 2023 and held it in 4 quarters. The position peaked at $22.8M in Q2 2024. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Vista Equity Partners Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Vista Equity Partners Management sold 243,946 Okta shares in Q3 2024, an estimated $22.8M.
  • Vista Equity Partners Management first reported a position in Okta in Q3 2023 and held it in 4 quarters.
  • Vista Equity Partners Management's Okta position peaked at $22.8M in Q2 2024.
  • 628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Vista Equity Partners Management's 13F filing for Q3 2024, filed 14 Nov 2024.