Bank of Montreal’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.77M | Buy |
47,938
+7,953
| +20% | +$660K | ﹤0.01% | 1417 |
|
|
2025
Q4 | $3.46M | Sell |
39,985
-109,866
| -73% | -$9.59M | ﹤0.01% | 1470 |
|
|
2025
Q3 | $13.7M | Sell |
149,851
-3,226
| -2% | -$301K | 0.01% | 918 |
|
|
2025
Q2 | $15.3M | Buy |
153,077
+19,127
| +14% | +$2.04M | 0.01% | 829 |
|
|
2025
Q1 | $14.1M | Sell |
133,950
-19,699
| -13% | -$1.92M | 0.01% | 819 |
|
|
2024
Q4 | $12.1M | Sell |
153,649
-105,407
| -41% | -$8.17M | 0.01% | 921 |
|
|
2024
Q3 | $19.2M | Buy |
259,056
+28,009
| +12% | +$2.45M | 0.01% | 801 |
|
|
2024
Q2 | $21.7M | Buy |
231,047
+85,235
| +58% | +$8.07M | 0.01% | 737 |
|
|
2024
Q1 | $16.3M | Buy |
145,812
+7,703
| +6% | +$711K | ﹤0.01% | 804 |
|
|
2023
Q4 | $12.6M | Buy |
138,109
+490
| +0.4% | +$37.4K | ﹤0.01% | 945 |
|
|
2023
Q3 | $12M | Sell |
137,619
-246,793
| -64% | -$18.7M | ﹤0.01% | 904 |
|
|
2023
Q2 | $29.1M | Buy |
384,412
+242,238
| +170% | +$18.4M | 0.01% | 598 |
|
|
2023
Q1 | $12.3M | Buy |
142,174
+1,116
| +0.8% | +$85K | ﹤0.01% | 863 |
|
|
2022
Q4 | $9.64M | Sell |
141,058
-84,340
| -37% | -$4.82M | ﹤0.01% | 1000 |
|
|
2022
Q3 | $14.7K | Buy |
225,398
+78,398
| +53% | +$6.74M | 0.01% | 820 |
|
|
2022
Q2 | $14.7K | Buy |
147,000
+7,764
| +6% | +$838K | 0.01% | 883 |
|
|
2022
Q1 | $21.3M | Sell |
139,236
-58,413
| -30% | -$10.5M | 0.01% | 792 |
|
|
2021
Q4 | $44.7M | Sell |
197,649
-14,206
| -7% | -$3.38M | 0.02% | 469 |
|
|
2021
Q3 | $50.4M | Buy |
211,855
+93,873
| +80% | +$23.3M | 0.02% | 556 |
|
|
2021
Q2 | $29.3M | Buy |
117,982
+5,553
| +5% | +$1.34M | 0.01% | 723 |
|
|
2021
Q1 | $26.8M | Sell |
112,429
-57,369
| -34% | -$14.4M | 0.02% | 588 |
|
|
2020
Q4 | $42.8M | Sell |
169,798
-12,807
| -7% | -$3.04M | 0.03% | 462 |
|
|
2020
Q3 | $42.5M | Buy |
182,605
+30,957
| +20% | +$6.45M | 0.04% | 377 |
|
|
2020
Q2 | $33.8M | Buy |
151,648
+115,592
| +321% | +$19.6M | 0.03% | 433 |
|
|
2020
Q1 | $4.18M | Sell |
36,056
-21,902
| -38% | -$2.75M | ﹤0.01% | 1065 |
|
|
2019
Q4 | $6.69M | Buy |
57,958
+17,277
| +42% | +$1.99M | 0.01% | 1201 |
|
|
2019
Q3 | $4M | Buy |
40,681
+24,304
| +148% | +$3.04M | ﹤0.01% | 1300 |
|
|
2019
Q2 | $2.02M | Buy |
16,377
+664
| +4% | +$72.1K | ﹤0.01% | 1688 |
|
|
2019
Q1 | $1.3M | Sell |
15,713
-281,668
| -95% | -$22.3M | ﹤0.01% | 1911 |
|
|
2018
Q4 | $19M | Buy |
297,381
+272,202
| +1,081% | +$16.1M | 0.02% | 574 |
|
|
2018
Q3 | $1.77M | Buy |
25,179
+2,528
| +11% | +$151K | ﹤0.01% | 1735 |
|
|
2018
Q2 | $1.14M | Buy |
22,651
+6,934
| +44% | +$330K | ﹤0.01% | 1941 |
|
|
2018
Q1 | $626K | Buy |
15,717
+3,091
| +24% | +$103K | ﹤0.01% | 2118 |
|
|
2017
Q4 | $323K | Buy |
+12,626
| New | +$353K | ﹤0.01% | 2488 |
|
Other funds holding OKTA
VPM
VCM
Bank of Montreal's OKTA Position: Q1 2026 in Review
Bank of Montreal increased its Okta (OKTA) stake by 20% in Q1 2026, buying an estimated $660K and bringing the position to 47,938 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.
Bank of Montreal first reported a position in OKTA in Q4 2017 and has held it in 34 quarters since. The position peaked at $50.4M in Q3 2021. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Bank of Montreal held 47,938 shares of Okta worth $3.77M as of Q1 2026.
- Bank of Montreal bought 7,953 Okta shares in Q1 2026, an estimated $660K.
- Okta made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1417 holding.
- Bank of Montreal first reported a position in Okta in Q4 2017 and has held it in 34 quarters since.
- Bank of Montreal's Okta position peaked at $50.4M in Q3 2021.
- 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.