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 Q2	$5.07M	Sell	37,183 -128,562	-78%	-$12.1M	0.1%	230
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Susquehanna Fundamental Investments's OKTA Position: Q2 2026 in Review

Susquehanna Fundamental Investments reduced its Okta (OKTA) stake by 78% in Q2 2026, selling an estimated $12.1M and leaving 37,183 shares worth $5.07M. The position accounts for 0.1% of the portfolio, ranked #230.

Susquehanna Fundamental Investments first reported a position in OKTA in Q4 2022 and has held it in 11 quarters since. The position peaked at $20.9M in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Susquehanna Fundamental Investments held 37,183 shares of Okta worth $5.07M as of Q2 2026.
Susquehanna Fundamental Investments sold 128,562 Okta shares in Q2 2026, an estimated $12.1M.
Okta made up 0.1% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #230 holding.
Susquehanna Fundamental Investments first reported a position in Okta in Q4 2022 and has held it in 11 quarters since.
Susquehanna Fundamental Investments's Okta position peaked at $20.9M in Q1 2025.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.