Sellaronda Global Management LP OKTA — OKTA INC

Ownership history in Sellaronda Global Management LP  ·  6 quarters on record

AI Ownership Summary

Sellaronda Global Management LP reported OKTA INC (OKTA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 16.2% in 2025 Q3. The latest visible filing shows OKTA at 8.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sellaronda Global Management LP's position in OKTA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OKTA was reported at 8.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OKTA stock page Sellaronda Global Management LP fund profile Sellaronda Global Management LP full holdings
How Sellaronda Global Management LP held OKTA — position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 170,000 -15,000 -8.1% 8.77% $13.4M 2026-05-14 $81.05
2025 Q4 REDUCED 7.5% -9.0% ✅ 185,000 -15,000 -7.5% 13.83% $16.0M 2026-02-13 $87.26
2025 Q3 ADDED — — — 200,000 +75,000 +60.0% 16.20% $18.3M 2025-11-13 $83.76
2025 Q2 ADDED — — — 125,000 +40,000 +47.1% 10.96% $12.5M 2025-08-13 $90.98
2025 Q1 REDUCED 22.7% -5.0% ✅ 85,000 -25,000 -22.7% 8.91% $8.9M 2025-05-14 $123.34
2024 Q4 INITIATED — — — 110,000 — — 8.67% $8.7M 2025-02-13 $100.26

🏢 Other funds also holding OKTA

As of 2026 Q1 — sorted by position size

ShawSpring Partners LLC 3Y 7Y 16.62% TORQUE ASSET MANAGEMENT LLC 9.88% Greenvale Capital LLP 3Y 7Y 9.49% Sea Cliff Partners Management, LP 8.94% Optimus Prime Fund Management Co., Ltd. 3Y 7Y 6.9% My Personal CFO, LLC 3Y 3.85% HARBER ASSET MANAGEMENT LLC 3Y 7Y 3.05% 1248 Management, LLC 2.58% Barton Investment Management 3Y 7Y 2.24% a16z Perennial Management, L.P. 2.19%

FAQ About Sellaronda Global Management LP and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sellaronda Global Management LP reported owning OKTA?

Sellaronda Global Management LP reported OKTA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OKTA position in Sellaronda Global Management LP's portfolio?

The largest reported portfolio weight for OKTA was 16.20% in 2025 Q3.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2026 Q1, when Sellaronda Global Management LP reported 170,000 shares, equal to 8.77% of portfolio, with an estimated market value of $13.4M.

What does the chart on this OKTA ownership page compare?

The chart compares Sellaronda Global Management LP's quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sellaronda Global Management LP time their OKTA position?

Based on 13F filing dates vs. subsequent OKTA price moves, Sellaronda Global Management LP correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on OKTA relative to SPY over the holding period was -29.3%.

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