Twenty Acre Capital LP OKTA OKTA INC

Ownership history in Twenty Acre Capital LP  ·  12 quarters on record

AI Ownership Summary

Twenty Acre Capital LP reported OKTA INC (OKTA) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 6.97% in 2024 Q1. The latest visible filing shows OKTA at 5.27% of the fund.

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 Twenty Acre Capital LP'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
2025 Q2

OKTA was reported at 5.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.97% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

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 Twenty Acre Capital LP held OKTA — position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 14.2% -6.1% 73,841 -12,200 -14.2% 5.27% $7.4M 2025-08-14 $88.61
2025 Q1 UNCHANGED 86,041 0% 5.38% $6.8M 2025-05-14 $123.34
2024 Q4 REDUCED 6.1% +33.5% 86,041 -5,600 -6.1% 5.53% $6.8M 2025-02-13 $100.26
2024 Q3 ADDED 91,641 +9,100 +11.0% 6.00% $6.8M 2024-11-14 $76.93
2024 Q2 ADDED 82,541 +13,600 +19.7% 6.90% $7.4M 2024-08-14 $95.08
2024 Q1 REDUCED 14.3% -9.6% 68,941 -11,500 -14.3% 6.97% $7.2M 2024-05-14 $97.89
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Twenty Acre Capital LP and OKTA

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

How long has Twenty Acre Capital LP reported owning OKTA?

Twenty Acre Capital LP reported OKTA across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported OKTA position in Twenty Acre Capital LP's portfolio?

The largest reported portfolio weight for OKTA was 6.97% in 2024 Q1.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2025 Q2, when Twenty Acre Capital LP reported 73,841 shares, equal to 5.27% of portfolio, with an estimated market value of $7.4M.

What does the chart on this OKTA ownership page compare?

The chart compares Twenty Acre Capital LP'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 Twenty Acre Capital LP time their OKTA position?

Based on 13F filing dates vs. subsequent OKTA price moves, Twenty Acre Capital LP correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on OKTA relative to SPY over the holding period was -18.5%.

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