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Okta Inc cl a shares owned by SWS Partners

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by SWS Partners from 13F filings

Historical chart of SWS Partners investment in Okta Inc cl a

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All positions including Okta Inc cl a held by SWS Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by SWS Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 24k 104.62
2023-09-30 $1.4M 17k 81.51

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iShares Core S&P 500 ETF Ivv-us (IVV)
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Schwab US Large Cap ETF Schx-us (SCHX)
Schwab International Equity ETF Schf-us (SCHF)
Schwab Intermediate Term US TRS ETF Schr-us (SCHR)
SPDR S&P 500 High Dividend ETF Spyd-us (SPYD)
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Uber Technologies Uber-us (UBER)
iShares Core S&P Small Cap ETF Ijr-us (IJR)
Purecycle Technologies Pct-us (PCT)
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Intel Intc-us (INTC)
Alphabet Inc. Class A Googl-us (GOOGL)
JPMorgan Chase Jpm-us (JPM)

View all positions for SWS Partners

Top funds holding Okta Inc cl a

Vanguard Group
HPM Partners
Whale Rock Capital Management
Marshall Wace
Jpmorgan Chase & Co
Citadel Advisors
Arrowpoint Asset Management
Norges Bank Investment Management
Squarepoint Ops
Legal & General Group
Soros Fund Management
Barclays
Wells Fargo & Company
Deer Management
Arrowstreet Capital, Limited Partnership

View all funds holding Okta Inc cl a