Citigroup
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup's OKTA Position: Q2 2026 in Review

Citigroup reduced its Okta (OKTA) stake by 35% in Q2 2026, selling an estimated $7.04M and leaving 140,675 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #1191.

Citigroup first reported a position in OKTA in Q2 2017 and has held it in 36 quarters since. The position peaked at $79.2M in Q4 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Citigroup held 140,675 shares of Okta worth $19.2M as of Q2 2026.
  • Citigroup sold 74,810 Okta shares in Q2 2026, an estimated $7.04M.
  • Okta made up 0.01% of Citigroup's portfolio in Q2 2026, its #1191 holding.
  • Citigroup first reported a position in Okta in Q2 2017 and has held it in 36 quarters since.
  • Citigroup's Okta position peaked at $79.2M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.