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
2022 Q3	–	Sell	-500,000	Closed	-$45.2M	–	6192
2022 Q2	$45.2M	Hold	500,000	–	–	0.03%	413
2022 Q1	$75.5M	Sell	500,000 -60,000	-11%	-$10.8M	0.05%	349
2021 Q4	$126M	Buy	560,000 +10,000	+2%	+$2.38M	0.07%	260
2021 Q3	$131M	Buy	550,000 +250,000	+83%	+$62.1M	0.08%	235
2021 Q2	$73.4M	Buy	+300,000	New	+$72.4M	0.04%	397
2021 Q1	–	Sell	-80,100	Closed	-$20.4M	–	7071
2020 Q4	$20.4M	Sell	80,100 -2,400	-3%	-$570K	0.01%	1017
2020 Q3	$17.6M	Sell	82,500 -6,000	-7%	-$1.25M	0.01%	969
2020 Q2	$17.7M	Sell	88,500 -15,100	-15%	-$2.56M	0.01%	898
2020 Q1	$12.7M	Sell	103,600 -103,600	-50%	-$13M	0.01%	1005
2019 Q4	$23.9M	Buy	207,200 +61,000	+42%	+$7.02M	0.02%	863
2019 Q3	$14.4M	Buy	146,200 +58,400	+67%	+$7.29M	0.01%	1140
2019 Q2	$10.8M	Buy	87,800 +34,400	+64%	+$3.73M	0.01%	1336
2019 Q1	$4.42M	Buy	53,400 +20,500	+62%	+$1.62M	﹤0.01%	1905
2018 Q4	$2.1M	Sell	32,900 -76,800	-70%	-$4.55M	﹤0.01%	2622
2018 Q3	$7.72M	Buy	+109,700	New	+$6.53M	0.01%	1473

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.