Bank of America
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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
-217,000
Closed -$19.9M – 8078
2025
Q3 		$19.9M Sell
217,000
-63,800
-23% -$5.96M ﹤0.01% 2628
2025
Q2 		$28.1M Buy
280,800
+134,700
+92% +$14.4M ﹤0.01% 2217
2025
Q1 		$15.4M Buy
+146,100
New +$14.3M ﹤0.01% 2733
2024
Q4 		– Sell
-70,000
Closed -$5.2M – 8344
2024
Q3 		$5.2M Buy
+70,000
New +$6.12M ﹤0.01% 3703

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
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.