Polar Capital LLP OKTA β€” OKTA INC

Ownership history in Polar Capital LLP  Β·  6 quarters on record

AI Ownership Summary

Polar Capital LLP reported OKTA INC (OKTA) in 6 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polar Capital LLP's position in OKTA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polar Capital LLP held OKTA β€” position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Polar Capital LLP and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polar Capital LLP reported owning OKTA?

Polar Capital LLP reported OKTA across 0 quarterly 13F filings.

What was the largest reported OKTA position in Polar Capital LLP's portfolio?

This page shows the quarter-by-quarter portfolio weight history for OKTA in Polar Capital LLP.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2020 Q2, when Polar Capital LLP reported 213,370 shares, equal to 0.37% of portfolio, with an estimated market value of $42.7M.

What does the chart on this OKTA ownership page compare?

The chart compares Polar Capital LLP's quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Polar Capital LLP time their OKTA position?

Based on 13F filing dates vs. subsequent OKTA price moves, Polar Capital LLP correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on OKTA relative to SPY over the holding period was +101.4%.

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