Wolverine Asset Management’s Okta OKTA Stock Holding History

Wolverine Asset 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
2025 Q1	–	Sell	-900	Closed	-$70.9K	–	1719
2024 Q4	$70.9K	Hold	900	–	–	﹤0.01%	1151
2024 Q3	$66.9K	Hold	900	–	–	﹤0.01%	1153
2024 Q2	$84.2K	Hold	900	–	–	﹤0.01%	1116
2024 Q1	$94.2K	Hold	900	–	–	﹤0.01%	1054
2023 Q4	$81.5K	Hold	900	–	–	﹤0.01%	1148
2023 Q3	$73.4K	Hold	900	–	–	﹤0.01%	1182
2023 Q2	$62.4K	Hold	900	–	–	﹤0.01%	1134
2023 Q1	$77.6K	Sell	900 -39,100	-98%	-$2.98M	﹤0.01%	1150
2022 Q4	$2.73M	Hold	40,000	–	–	0.03%	491
2022 Q3	$2.27M	Hold	40,000	–	–	0.02%	522
2022 Q2	$3.62M	Hold	40,000	–	–	0.04%	395
2022 Q1	$6.04M	Hold	40,000	–	–	0.06%	264
2021 Q4	$8.97M	Buy	+40,000	New	+$9.53M	0.08%	218
2021 Q1	–	Sell	-46,200	Closed	-$11.7M	–	2193
2020 Q4	$11.7M	Hold	46,200	–	–	0.09%	173
2020 Q3	$9.88M	Buy	46,200 +900	+2%	+$188K	0.09%	146
2020 Q2	$9.07M	Hold	45,300	–	–	0.09%	159
2020 Q1	$5.54M	Buy	45,300 +4,800	+12%	+$602K	0.08%	189
2019 Q4	$4.67M	Buy	40,500 +28,700	+243%	+$3.3M	0.05%	273
2019 Q3	$1.16M	Buy	+11,800	New	+$1.47M	0.01%	561

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Wolverine Asset Management's OKTA Position: Q1 2023 in Review

Wolverine Asset Management sold out of Okta (OKTA) in Q1 2023, closing a stake of 39,803 shares — an estimated $3.03M sold.

Wolverine Asset Management first reported a position in OKTA in Q2 2017 and held it in 8 quarters. The position peaked at $4.81M in Q1 2022. 636 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

Wolverine Asset Management reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
Wolverine Asset Management sold 39,803 Okta shares in Q1 2023, an estimated $3.03M.
Wolverine Asset Management first reported a position in Okta in Q2 2017 and held it in 8 quarters.
Wolverine Asset Management's Okta position peaked at $4.81M in Q1 2022.
636 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Wolverine Asset Management's 13F filing for Q1 2023, filed 8 May 2023.