SG Americas Securities
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SG Americas Securities’s Okta OKTA Stock Holding History

SG Americas Securities’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
2025
Q2 		– Sell
-26,900
Closed -$652K – 3402
2025
Q1 		$652K Sell
26,900
-20,000
-43% -$1.95M ﹤0.01% 1559
2024
Q4 		$275K Buy
+46,900
New +$3.64M ﹤0.01% 1866
2024
Q1 		– Sell
-30,000
Closed -$13K – 3292
2023
Q4 		$13K Sell
30,000
-50,000
-63% -$3.81M ﹤0.01% 3026
2023
Q3 		$137K Buy
+80,000
New +$6.07M ﹤0.01% 2576

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

SG Americas Securities's OKTA Position: Q1 2026 in Review

SG Americas Securities increased its Okta (OKTA) stake by 642% in Q1 2026, buying an estimated $28.2M and bringing the position to 392,421 shares worth $30.9M. The position accounts for 0.03% of the portfolio, ranked #400.

SG Americas Securities first reported a position in OKTA in Q3 2017 and has held it in 31 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • SG Americas Securities held 392,421 shares of Okta worth $30.9M as of Q1 2026.
  • SG Americas Securities bought 339,515 Okta shares in Q1 2026, an estimated $28.2M.
  • Okta made up 0.03% of SG Americas Securities's portfolio in Q1 2026, its #400 holding.
  • SG Americas Securities first reported a position in Okta in Q3 2017 and has held it in 31 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.