A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 62,408 shares of OKTA stock, worth $5.33 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
62,408
Previous 50,240 24.22%
Holding current value
$5.33 Million
Previous $4.7 Million 1.36%
% of portfolio
0.95%
Previous 1.07%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$71.0 - $100.39 $863,928 - $1.22 Million
12,168 Added 24.22%
62,408 $4.64 Million
Q2 2024

Aug 12, 2024

BUY
$86.52 - $103.49 $554,333 - $663,060
6,407 Added 14.62%
50,240 $4.7 Million
Q1 2024

May 08, 2024

SELL
$81.18 - $111.49 $113,408 - $155,751
-1,397 Reduced 3.09%
43,833 $4.59 Million
Q4 2023

Feb 08, 2024

BUY
$65.76 - $91.72 $247,454 - $345,142
3,763 Added 9.07%
45,230 $4.09 Million
Q3 2023

Nov 07, 2023

BUY
$68.53 - $90.08 $95,942 - $126,112
1,400 Added 3.49%
41,467 $3.38 Million
Q2 2023

Aug 14, 2023

BUY
$68.53 - $90.9 $56,811 - $75,356
829 Added 2.11%
40,067 $2.78 Million
Q1 2023

May 12, 2023

BUY
$64.9 - $86.24 $297,955 - $395,927
4,591 Added 13.25%
39,238 $3.38 Million
Q3 2022

Nov 09, 2022

BUY
$52.84 - $107.22 $62,509 - $126,841
1,183 Added 3.54%
34,647 $1.97 Million
Q2 2022

Aug 08, 2022

BUY
$78.77 - $160.42 $1.48 Million - $3.02 Million
18,839 Added 128.81%
33,464 $3.03 Million
Q1 2022

May 06, 2022

BUY
$138.11 - $222.66 $39,223 - $63,235
284 Added 1.98%
14,625 $2.21 Million
Q4 2021

Feb 10, 2022

BUY
$198.08 - $268.28 $108,349 - $146,749
547 Added 3.97%
14,341 $3.22 Million
Q3 2021

Nov 12, 2021

BUY
$228.93 - $271.75 $62,497 - $74,187
273 Added 2.02%
13,794 $3.27 Million
Q2 2021

Aug 10, 2021

SELL
$210.72 - $285.35 $13,064 - $17,691
-62 Reduced 0.46%
13,521 $3.31 Million
Q1 2021

May 11, 2021

SELL
$208.51 - $291.78 $136,782 - $191,407
-656 Reduced 4.61%
13,583 $2.99 Million
Q4 2020

Feb 11, 2021

BUY
$203.86 - $285.6 $1,223 - $1,713
6 Added 0.04%
14,239 $3.62 Million
Q3 2020

Nov 04, 2020

SELL
$193.16 - $230.6 $1.13 Million - $1.35 Million
-5,863 Reduced 29.17%
14,233 $3.04 Million
Q2 2020

Aug 13, 2020

SELL
$115.99 - $204.78 $5,451 - $9,624
-47 Reduced 0.23%
20,096 $4.02 Million
Q1 2020

May 11, 2020

BUY
$96.08 - $139.5 $50,249 - $72,958
523 Added 2.67%
20,143 $2.46 Million
Q4 2019

Feb 10, 2020

BUY
$98.56 - $130.32 $17,248 - $22,806
175 Added 0.9%
19,620 $2.26 Million
Q3 2019

Nov 12, 2019

SELL
$97.06 - $140.53 $1.94 Million - $2.81 Million
-19,970 Reduced 50.67%
19,445 $1.92 Million
Q2 2019

Aug 05, 2019

BUY
$84.23 - $133.38 $44,052 - $69,757
523 Added 1.34%
39,415 $4.87 Million
Q1 2019

May 15, 2019

BUY
$59.56 - $86.43 $105,540 - $153,153
1,772 Added 4.77%
38,892 $3.22 Million
Q1 2019

May 02, 2019

SELL
$59.56 - $86.43 $114,057 - $165,513
-1,915 Reduced 4.91%
37,120 $3.07 Million
Q4 2018

Feb 11, 2019

SELL
$47.82 - $71.82 $5,308 - $7,972
-111 Reduced 0.28%
39,035 $2.49 Million
Q3 2018

Nov 14, 2018

SELL
$49.65 - $74.17 $10,476 - $15,649
-211 Reduced 0.54%
39,146 $2.75 Million
Q2 2018

Jul 27, 2018

BUY
$38.64 - $57.36 $1.52 Million - $2.26 Million
39,357 New
39,357 $1.98 Million

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $13B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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