SG Americas Securities
OKTA icon

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 $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

SG Americas Securities's OKTA Position: Q2 2026 in Review

SG Americas Securities reduced its Okta (OKTA) stake by 31% in Q2 2026, selling an estimated $11.3M and leaving 271,882 shares worth $37.1M. The position accounts for 0.02% of the portfolio, ranked #420.

SG Americas Securities first reported a position in OKTA in Q3 2017 and has held it in 32 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SG Americas Securities held 271,882 shares of Okta worth $37.1M as of Q2 2026.
  • SG Americas Securities sold 120,539 Okta shares in Q2 2026, an estimated $11.3M.
  • Okta made up 0.02% of SG Americas Securities's portfolio in Q2 2026, its #420 holding.
  • SG Americas Securities first reported a position in Okta in Q3 2017 and has held it in 32 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.