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The Davenport Value & Income Fund's investment thesis on Okta ($OKTA) — Q1 2025 | Buyside Digest

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$OKTANASDAQOkta

BULL

The Davenport Value & Income Fund—OKTA

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$143.50USD

-15.9% vs last month

$91.93Pitched

+56.1% since pitch

Market Cap$24.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Okta is an independent cloud identity provider that transitioned from hyper-growth to a deceleration phase due to customer license adjustments. The managers believe...

— George L. Smith III, Michael S. Beall, Adam Bergman

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