Citigroup
OKTA icon

Citigroup’s Okta OKTA Stock Holding History

Citigroup’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50,000
Closed -$4.68M – 5772
2024
Q2 		$4.68M Buy
+50,000
New +$4.73M ﹤0.01% 1672
2024
Q1 		– Sell
-150,000
Closed -$13.6M – 5794
2023
Q4 		$13.6M Buy
+150,000
New +$11.4M 0.01% 1050
2023
Q3 		– Sell
-80,000
Closed -$5.55M – 5754
2023
Q2 		$5.55M Hold
80,000
– – ﹤0.01% 1434
2023
Q1 		$6.9M Sell
80,000
-20,000
-20% -$1.52M ﹤0.01% 1323
2022
Q4 		$6.83M Hold
100,000
– – 0.01% 1321
2022
Q3 		$5.69M Hold
100,000
– – ﹤0.01% 1478
2022
Q2 		$9.04M Hold
100,000
– – 0.01% 1206
2022
Q1 		$15.1M Sell
100,000
-50,000
-33% -$8.96M 0.01% 1086
2021
Q4 		$33.6M Buy
150,000
+50,000
+50% +$11.9M 0.02% 746
2021
Q3 		$23.7M Hold
100,000
– – 0.01% 900
2021
Q2 		$24.5M Buy
+100,000
New +$24.1M 0.01% 887
2021
Q1 		– Sell
-45,300
Closed -$11.5M – 7070
2020
Q4 		$11.5M Buy
45,300
+2,500
+6% +$594K 0.01% 1442
2020
Q3 		$9.15M Sell
42,800
-15,400
-26% -$3.21M 0.01% 1432
2020
Q2 		$11.7M Sell
58,200
-1,900
-3% -$323K 0.01% 1187
2020
Q1 		$7.35M Sell
60,100
-59,300
-50% -$7.44M 0.01% 1369
2019
Q4 		$13.8M Buy
119,400
+5,100
+4% +$587K 0.01% 1215
2019
Q3 		$11.3M Buy
114,300
+59,200
+107% +$7.39M 0.01% 1302
2019
Q2 		$6.8M Buy
55,100
+19,200
+53% +$2.08M 0.01% 1709
2019
Q1 		$2.97M Buy
35,900
+9,400
+35% +$744K ﹤0.01% 2232
2018
Q4 		$1.69M Buy
26,500
+12,200
+85% +$723K ﹤0.01% 2832
2018
Q3 		$1.01M Buy
+14,300
New +$852K ﹤0.01% 3494

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup's OKTA Position: Q1 2026 in Review

Citigroup reduced its Okta (OKTA) stake by 46% in Q1 2026, selling an estimated $15.2M and leaving 215,485 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #1164.

Citigroup first reported a position in OKTA in Q2 2017 and has held it in 35 quarters since. The position peaked at $79.2M in Q4 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Citigroup held 215,485 shares of Okta worth $17M as of Q1 2026.
  • Citigroup sold 183,070 Okta shares in Q1 2026, an estimated $15.2M.
  • Okta made up 0.01% of Citigroup's portfolio in Q1 2026, its #1164 holding.
  • Citigroup first reported a position in Okta in Q2 2017 and has held it in 35 quarters since.
  • Citigroup's Okta position peaked at $79.2M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.