Number of Shares
46,985.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
4.37%
Total Estimate Gain
$6.30 Mil
% of Total Estimate Gain
31.96%

Jackson Square SMID-Cap Growth Fund's Okta Inc Holding Summary

As of 2025-04-30, Managed Portfolio Series held 46,985.00 shares of Okta Inc(OKTA), totaling $5.27 Mil. This investment constitutes 4.37% of their stock portfolio, and Managed Portfolio Series now holds 0.03% of the outstanding Okta Inc(OKTA) stock.

The initial trade took place in 2023Q1. And since then Jackson Square SMID-Cap Growth Fund has made 2 purchases of OKTA, at an average price of $65.50, for a total of 301,007.00 shares. In addition, there have been 8 sales at an average price of $84.78 for 254,022.00 shares. Based on historical transaction data and OKTA's current price of $95.43, Jackson Square SMID-Cap Growth Fund's estimated gain on his OKTA holdings is $6.30 Mil, reflecting a 31.96% gain to date.

Jackson Square SMID-Cap Growth Fund OKTA ($95.43) Holding Chart

Jackson Square SMID-Cap Growth Fund OKTA ($95.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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