Washington Harbour Partners’s Okta OKTA Stock Holding History

Washington Harbour Partners’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	-35,760	Closed	-$2.66M	–	34
2024 Q3	$2.66M	Buy	35,760 +5,800	+19%	+$507K	4.75%	8
2024 Q2	$2.8M	Sell	29,960 -12,900	-30%	-$1.22M	4.9%	10
2024 Q1	$4.48M	Buy	42,860 +3,680	+9%	+$339K	7.27%	2
2023 Q4	$3.55M	Buy	39,180 +10,966	+39%	+$837K	6.8%	4
2023 Q3	$2.3M	Hold	28,214	–	–	5.35%	6
2023 Q2	$1.96M	Buy	28,214 +13,000	+85%	+$987K	3.9%	11
2023 Q1	$1.31M	Sell	15,214 -6,089	-29%	-$464K	2.5%	17
2022 Q4	$1.46M	Sell	21,303 -15,593	-42%	-$890K	2.45%	17
2022 Q3	$2.1M	Buy	+36,896	New	+$3.17M	2.06%	18

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Harbour Partners's OKTA Position: Q4 2024 in Review

Washington Harbour Partners sold out of Okta (OKTA) in Q4 2024, closing a stake of 35,760 shares — an estimated $2.66M sold.

Washington Harbour Partners first reported a position in OKTA in Q3 2022 and held it in 9 quarters. The position peaked at $4.48M in Q1 2024. 667 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

Washington Harbour Partners reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
Washington Harbour Partners sold 35,760 Okta shares in Q4 2024, an estimated $2.66M.
Washington Harbour Partners first reported a position in Okta in Q3 2022 and held it in 9 quarters.
Washington Harbour Partners's Okta position peaked at $4.48M in Q1 2024.
667 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Washington Harbour Partners's 13F filing for Q4 2024, filed 14 Feb 2025.