WCM

Westerly Capital Management’s Okta OKTA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-58,000	Closed	-$4.57M	–	43
2024 Q4	$4.57M	Buy	+58,000	New	+$4.57M	2.11%	17
2023 Q3	–	Sell	-70,000	Closed	-$4.85M	–	49
2023 Q2	$4.85M	Buy	+70,000	New	+$4.85M	2.56%	11