Loring Wolcott & Coolidge Fiduciary Advisors LLP Okta, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$86.52 - $103.49 $3,460 - $4,139	40 New	40 $3,000
Q2 2022 Jul 26, 2022	SELL	$78.77 - $160.42 $3,150 - $6,416	-40 Closed	0 $0
Q1 2022 Apr 13, 2022	SELL	$138.11 - $222.66 $5,248 - $8,461	-38 Reduced 48.72%	40 $6,000
Q2 2021 Aug 13, 2021	BUY	$210.72 - $285.35 $16,436 - $22,257	78 New	78 $19,000
Q1 2021 Apr 14, 2021	SELL	$208.51 - $291.78 $11,676 - $16,339	-56 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$203.86 - $285.6 $3,261 - $4,569	16 Added 40.0%	56 $14,000
Q3 2019 Nov 05, 2019	BUY	$97.06 - $140.53 $2,232 - $3,232	23 Added 135.29%	40 $4,000
Q2 2019 Aug 09, 2019	BUY	$84.23 - $133.38 $421 - $666	5 Added 41.67%	17 $2,000
Q1 2019 Apr 08, 2019	BUY	$59.56 - $86.43 $714 - $1,037	12 New	12 $0

Others Institutions Holding OKTA

# of Institutions

706

Shares Held

123M

Call Options Held

6.81M

Put Options Held

3.66M

Vanguard Group Inc Valley Forge, PA

16.6M
Shares

$1.22 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

9.58M
Shares

$702 Million
0.02% of portfolio
Sands Capital Management, LLC Arlington, VA

8.81M
Shares

$645 Million
2.54% of portfolio
American Century Companies Inc Kansas City, MO

5.08M
Shares

$372 Million
0.3% of portfolio
Voya Investment Management LLC Atlanta, GA

3.96M
Shares

$290 Million
0.43% of portfolio

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $11.1B
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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