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Weld Capital Management’s Okta OKTA Stock Holding History

Weld Capital 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
2021
Q3 		– Sell
-847
Closed -$207K – 134
2021
Q2 		$207K Buy
+847
New +$204K 0.21% 205
2021
Q1 		– Sell
-4,003
Closed -$1.02M – 482
2020
Q4 		$1.02M Buy
+4,003
New +$951K 0.4% 59
2019
Q3 		– Sell
-2,990
Closed -$369K – 934
2019
Q2 		$369K Buy
+2,990
New +$324K 0.07% 478

Other funds holding OKTA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Weld Capital Management's OKTA Position: Q3 2021 in Review

Weld Capital Management sold out of Okta (OKTA) in Q3 2021, closing a stake of 847 shares — an estimated $207K sold.

Weld Capital Management first reported a position in OKTA in Q2 2019 and held it in 3 quarters. The position peaked at $1.02M in Q4 2020. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Weld Capital Management reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 847 Okta shares in Q3 2021, an estimated $207K.
  • Weld Capital Management first reported a position in Okta in Q2 2019 and held it in 3 quarters.
  • Weld Capital Management's Okta position peaked at $1.02M in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.