SEC 13F Intelligence

Westerly Capital Management, LLC / OKTA

Westerly Capital Management, LLC’s Okta Inc Position

Does Westerly Capital Management, LLC own Okta Inc (OKTA)? Not currently — the last reported position was 58.0K shares worth $5M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2024
Shares
58.0K
% of Portfolio
+2.11%
Quarters Held
2
position exited

Position History OKTA

Reported value by quarter
Q2 ’23: $5MQ2 ’23Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202458.0K$5M+2.11%
Q2 202370.0K$5M+2.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westerly Capital Management, LLC’s full portfolio or all institutional holders of OKTA.