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Okta shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Okta shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Okta

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All positions including Okta held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $54k 62k 0.87
2023-06-30 $27k 31k 0.87
2023-03-31 $26k 31k 0.84
2022-12-31 $26k 31k 0.84
2022-09-30 $19k 24k 0.79
2022-06-30 $59k 71k 0.83
2022-03-31 $31k 32k 0.97
2021-12-31 $31k 26k 1.19
2021-09-30 $28k 23k 1.22

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding Okta

D. E. Shaw & Co
Calamos Advisors
Tenor Capital Management
Millennium Management
Soros Fund Management
Pier 88 Investment Partners
Steelhead Partners
Shenkman Capital Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Jpmorgan Chase & Co
Blackstone Group
New York State Common Retirement Fund
Ubs Global Asset Management Americas
Edmond De Rothschild Holding
Huntington Asset Advisors

View all funds holding Okta