Letters by company
Okta, Inc.
5 letters discussing OKTA. Everything written about it on this site is on its ticker page.
- Victory Capital — Sycamore Mid Cap Value Equity Sycamore Mid Cap Value Equity Quarterly Commentary Sycamore Mid Cap Value Equity attributes its benchmark shortfall to stock selection and sector allocation amid a sharp rates-driven rotation away from mid- and small-cap shares. The team trimmed Okta and Labcorp, exited Regal Rexnord after reassessing operational risks, and argues that higher-for-longer rates should favor cash-generative, financially sound businesses. third quarter of 2026 CACI $14BCMS $22BFIS $16B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Artisan Global Discovery Fund reduced AI-infrastructure exposure by exiting Modine Manufacturing and Monolithic Power Systems, while concentrating capital in Lattice Semiconductor, Entegris and SiTime. The portfolio initiated Manhattan Associates, Okta and Clean Harbors, added to Twilio, West Pharmaceutical and RBC Bearings, and favored company-specific profit cycles amid higher rates, commodity costs and AI spending uncertainty. Q3 2026 CGNX $8.7BCLH $15BCOMP $7.9B
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund favored company-specific profit cycles, adding to Lattice Semiconductor, Robinhood, Compass and Twilio while initiating Manhattan Associates, Okta and Clean Harbors. The portfolio exited Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals, and reduced AI-infrastructure exposure in favor of higher-conviction franchises and selective vertical software holdings. Q3 2026 CLH $15BCOMP $7.9BFTAI $20B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport Funds’ first-quarter update warns that tariffs, fiscal restraint and shifting policy could weaken growth while sustaining inflation. The firm selectively added Trane, Okta, Avery Dennison and Constellation Brands, exited Hershey and Air Products, and emphasized high-quality bonds, cautious position sizing and valuation discipline. First Quarter Update 2025 ADBE $92BAPD $70BAVY $14B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $189BACN $150BIFF $21B
