Bank of America’s Okta OKTA Stock Holding History

Bank of America’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 Q4	–	Sell	-81,000	Closed	-$7.43M	–	8077
2025 Q3	$7.43M	Sell	81,000 -47,200	-37%	-$4.41M	﹤0.01%	3611
2025 Q2	$12.8M	Buy	128,200 +21,000	+20%	+$2.24M	﹤0.01%	2988
2025 Q1	$11.3M	Buy	+107,200	New	+$10.5M	﹤0.01%	3001
2024 Q4	–	Sell	-98,600	Closed	-$7.33M	–	8343
2024 Q3	$7.33M	Buy	+98,600	New	+$8.62M	﹤0.01%	3380
2018 Q4	–	Sell	-12,200	Closed	-$858K	–	7292
2018 Q3	$858K	Buy	+12,200	New	+$726K	﹤0.01%	4582

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America's OKTA Position: Q1 2026 in Review

Bank of America increased its Okta (OKTA) stake by 0.44% in Q1 2026, buying an estimated $542K and bringing the position to 1,496,896 shares worth $118M. The position accounts for 0.01% of the portfolio, ranked #1002.

Bank of America first reported a position in OKTA in Q2 2017 and has held it in 36 quarters since. The position peaked at $207M in Q1 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Bank of America held 1,496,896 shares of Okta worth $118M as of Q1 2026.
Bank of America bought 6,533 Okta shares in Q1 2026, an estimated $542K.
Okta made up 0.01% of Bank of America's portfolio in Q1 2026, its #1002 holding.
Bank of America first reported a position in Okta in Q2 2017 and has held it in 36 quarters since.
Bank of America's Okta position peaked at $207M in Q1 2025.
732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.