OKTA

OKTA

OKTA

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q2	Aug 15, 2023	VH Standard Asset Management	-	-	ATVI, AVGO, CYBR, FORG, FREE, IBM, MSFT, OKTA, ORCL	gaming, Merger Arbitrage, Regulatory, risk management, Spreads, technology	The fund operates as a merger arbitrage strategy focused on definitive merger agreements across sectors. The manager describes building a portfolio of DMAs similar to an insurance operation with written premiums and catastrophe losses. The regulatory environment has made spreads more attractive than usual.	FREE BHARATFORG.NS ATVI	View
2023 Q2	Aug 1, 2023	NZS Capital – Growth	-	-	AMZN, ASML, BALL, CDNS, CGNX, CSTM, DHR, FI, GOOGL, ISRG, LIN, LRCX, MSFT, OKTA, PGR, PYPL, RGEN, SUI, TXN, WDAY	AI, Cloud, Digital Economy, growth, innovation, semiconductors, technology	The manager views AI as creating vast opportunity for change with a wide range of outcomes, similar to the early days of the internet. AI has widened the range of outcomes for all companies and increased disruption risk. The manager believes some AI-themed stocks and large platform companies have become marginally less attractive due to this uncertainty.		View
2025 Q2	Jul 21, 2025	Sands Capital Technology Innovators Fund	26.0%	12.9%	AMZN, APP, ASML, AXON, CPNG, CRWD, CVNA, DASH, DDOG, IOT, KVYO, MELI, META, MNDY, MSFT, NFLX, NOW, NU, NVDA, OKTA, PANW, RBLX, SE, SHOP, SPOT, SQ, TEAM, TSM, V	AI, Cloud, growth, innovation, semiconductors, software, technology	Artificial intelligence is extending both magnitude and duration of growth for businesses through personalized experiences, improved ad targeting, and margin upside via productivity gains in content moderation and software development. Early applications show AI can deepen user engagement and lower costs across multiple business functions.	GLBE AAPL SPOT PANW V OKTA TEAM NFLX NVDA	View
2025 Q1	Apr 7, 2025	SandbrooK Capital	22.5%	22.5%	APP, CRWD, OKTA, ZGN	consumer, earnings, Long/Short, software, technology, valuation	Manager focuses heavily on earnings trades with 80%+ batting average on earnings prints. The earnings overlay strategy has added approximately 900bp of alpha annually since inception in 2022. They maintain live sector sheets of forward estimates across their coverage universe using their AlphaRepo platform.		View
2023 Q1	Apr 15, 2023	Torre Financial	16.7%	16.7%	7741.T, ADSK, ADYEN.AS, AMZN, APH, ASML, BALL, CCJ, CDNS, CMG, DHR, DOXI, FAST, FISV, GOOG, HXGN, LIN, MCHP, MELI, MSFT, NEE, OKTA, PGR, RGEN, WDAY	Adaptability, AI, global, growth, innovation, semiconductors, technology	AI marks a new wave of productivity advances, potentially more impactful than the last 40 years. The infrastructure for AI is mostly in place, unlike previous innovation cycles. AI will bring substantial changes to business models and could be an important driver for deflation.	ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK	View
2025 Q1	Mar 31, 2025	Meridian Growth Fund	-8.0%	-8.0%	ALIT, CARG, CHDN, COO, EEFT, HALO, OKTA, RBA, STE, TNDM, TRMB, WAY, ZD	Biotechnology, cybersecurity, growth, healthcare, Quality, Resilience, small caps, tariffs	The fund focuses on small-cap growth investing through the Russell 2500 Growth Index benchmark, with emphasis on high-quality businesses with recurring revenue and sustainable competitive advantages. The strategy demonstrated resilience during the quarter's market decline, outperforming on six of seven days when the index declined 2% or more.	CARG TNDM ZD RBA HALO OKTA	View
2024 Q4	Feb 10, 2025	Meridian Growth Fund	-0.8%	6.3%	ALIT, CARG, CHDN, DOCS, EEFT, GNRC, OKTA, RBA, RELY, ST, STE, TMDX, TRMB, ZD	growth, healthcare, industrials, Quality, small caps, technology	The portfolio's largest allocation with historically attractive valuations below long-term averages. Utilization has recovered above pre-pandemic levels and investor interest in biotechnology is showing signs of revival.	CARG RELY DOCS STE ST TMDX	View
2023 Q3	Nov 1, 2023	NZS Capital – Growth	-	-	ADYEN.AS, APH, ASML, BALL, CCJ, CMG, DHR, DOX, FI, GOOGL, HXGBY, MCHP, NEE, OKTA, PGR, RGEN	AI, Automation, Energy Transition, growth, innovation, semiconductors, technology	AI marks a new wave of productivity advances, potentially more impactful than the last 40 years. The infrastructure for AI is mostly in place, unlike previous innovation cycles. AI will bring substantial changes to business models and could be an important driver for deflation.	ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK	View
2024 Q3	Oct 22, 2024	White Brook Capital	0.0%	6.5%	AFYA, BLDR, DNUT, GPRE, LTH, MOS, OKTA, PETQ, W	consumer, Housing, M&A, Midcap, technology, value	White Brook maintains a housing recovery thesis backed by a healthy US consumer, investing in Wayfair and Builders First Source. The fund expects lower mortgage rates and housing supply deficits to drive performance over the next 3 years, with hurricane rebuilding providing near-term support.	BLDR GPRE AFYA DNUT OKTA W	View
2024 Q3	Sep 30, 2024	Meridian Growth Fund	6.8%	0.0%	CARG, CHDN, COO, DOCS, EEFT, GFS, OKTA, RBA, SMAR, ST, STE, TRMB, ZD	growth, healthcare, semiconductors, small caps, software, technology	The fund is gaining confidence in healthcare outlook after years of underperformance. Healthcare stocks are trading slightly below historical valuations with stable to improving fundamentals. Recent company checks reinforce a sound basis for the portfolio's overweight position in this sector.	COO SMAR DOCS GFS ZD OKTA	View
2023 Q1	Apr 17, 2023	Meditation Capital	-	-	CRWD, GTLB, MSFT, OKTA, S	conviction, Product Quality, risk management, software, technology, valuation	Manager discusses competitive dynamics in identity management and cybersecurity, specifically analyzing Okta versus Microsoft's bundling advantages. The letter details avoiding investments in Crowdstrike, SentinelOne, and GitLab due to concerns about Microsoft's closing product gap in these areas.		View
2024 Q4	Jan 27, 2025	White Brook Capital	-	-	AFYA, BLDR, BOX, DNUT, GBX, GPRE, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W	Brazil, Fertilizers, Food, healthcare, Housing, mid cap, technology, value	Two portfolio companies have significant Brazilian operations affected by currency devaluation of over 25% in 2024. Brazilian government passed fiscal measures reducing spending in late 2024, and currency pressures have abated. The manager expects significant returns if Brazil's currency stabilizes or improves versus the dollar.		View
2023 Q4	Jan 15, 2024	Vision Capital	0.0%	0.0%	0700.HK, 3690.HK, ABNB, ADBE, ADYEN.AS, AMZN, ANET, CRM, CRWD, DDOG, DLO, ESTC, FVRR, GOOGL, HUBS, JD, LULU, MA, MDB, MELI, META, MNDY, MSFT, NET, NOW, NU, NVDA, OKTA, PAYC, PLTR, PYPL, SHOP, SQ, STNE, TEAM, TSLA, TTD, V, VEEV, WDAY, WISE.L, ZS	AI, Compounding, E-Commerce, growth, long-term, payments, SaaS, technology	Vision Capital maintains significant exposure to e-commerce companies including Amazon, MercadoLibre, Shopify, JD.com, Fiverr, Airbnb, and Meituan representing approximately 20% of the portfolio. The manager views these as top dogs supported by long-term tailwinds in the digital commerce transformation.	LULU AAPL\|MSFT\|NFLX\|NVDA\|UNH	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Meridian Growth Fund	Okta, Inc.	Information Technology	Systems Software	Bull	NASDAQ	Authentication, cybersecurity, Enterprise software, growth, Identity & Software, SaaS, technology	View Pitch
Apr 13, 2026	Fund Letters	White Brook Capital	Okta, Inc	Information Technology	Systems Software	Bull	NASDAQ	access management, identity management, Market Impatience, Nascent Growth, SMB Employment, Software, technology	View Pitch
Apr 13, 2026	Fund Letters	Meridian Growth Fund	Okta, Inc.	Information Technology	Systems Software	Bull	NASDAQ	access management, Authentication, cybersecurity, Enterprise software, Identity & Software, SaaS, technology	View Pitch
Jan 8, 2026	Fund Letters	Emerson Bluhm	Okta, Inc.	Information Technology	Systems Software	Bull	NASDAQ	cybersecurity, enterprise, Identity, SaaS, Zero_Trust	View Pitch
Dec 5, 2025	Fund Letters	Eric Mintz	Okta, Inc.	Information Technology	Application Software	Bull	NASDAQ	cybersecurity, enterprise, Governance, Identity, Software	View Pitch
Nov 25, 2025	Substack	Monopolistic Investor	Okta, Inc.	Information Technology	Software - Infrastructure	Bear		access management, cybersecurity, discounted cash flow, identity management, market niche, network effects, Okta, Overvaluation, Pricing power, profitability	View Pitch

BSD Shareholders of OKTA

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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