Susquehanna Fundamental Investments’s Okta OKTA Stock Holding History

Susquehanna Fundamental Investments’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
2026 Q1	$13M	Buy	165,745 +118,433	+250%	+$9.83M	0.49%	54
2025 Q4	$4.09M	Sell	47,312 -151,426	-76%	-$13.2M	0.14%	158
2025 Q3	$18.2M	Hold	198,738	–	–	0.71%	33
2025 Q2	$19.9M	Hold	198,738	–	–	0.53%	50
2025 Q1	$20.9M	Hold	198,738	–	–	0.29%	72
2024 Q4	$15.7M	Buy	+198,738	New	+$15.4M	0.22%	109
2023 Q4	–	Sell	-166,868	Closed	-$13.6M	–	246
2023 Q3	$13.6M	Hold	166,868	–	–	0.88%	30
2023 Q2	$11.6M	Hold	166,868	–	–	0.42%	66
2023 Q1	$14.4M	Hold	166,868	–	–	0.34%	78
2022 Q4	$11.4M	Buy	+166,868	New	+$9.53M	0.2%	157

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 $315B AUM 27.84% 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

Susquehanna Fundamental Investments's OKTA Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Okta (OKTA) stake by 250% in Q1 2026, buying an estimated $9.83M and bringing the position to 165,745 shares worth $13M. The position accounts for 0.49% of the portfolio, ranked #54.

Susquehanna Fundamental Investments first reported a position in OKTA in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.9M in Q1 2025. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Susquehanna Fundamental Investments held 165,745 shares of Okta worth $13M as of Q1 2026.
Susquehanna Fundamental Investments bought 118,433 Okta shares in Q1 2026, an estimated $9.83M.
Okta made up 0.49% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #54 holding.
Susquehanna Fundamental Investments first reported a position in Okta in Q4 2022 and has held it in 10 quarters since.
Susquehanna Fundamental Investments's Okta position peaked at $20.9M in Q1 2025.
731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.