Bank of Montreal’s Okta OKTA Stock Holding History

Bank of Montreal’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
2023 Q1	–	Sell	-50,000	Closed	-$3.42M	–	4068
2022 Q4	$3.42M	Hold	50,000	–	–	﹤0.01%	1503
2022 Q3	$3.25K	Hold	50,000	–	–	﹤0.01%	1583
2022 Q2	$5.01K	Hold	50,000	–	–	﹤0.01%	1429
2022 Q1	$7.64M	Buy	+50,000	New	+$8.96M	﹤0.01%	1269
2020 Q3	–	Sell	-5,000	Closed	-$1.11M	–	4883
2020 Q2	$1.11M	Buy	+5,000	New	+$849K	﹤0.01%	1877
2020 Q1	–	Sell	-51,700	Closed	-$5.96M	–	4519
2019 Q4	$5.96M	Buy	+51,700	New	+$5.95M	﹤0.01%	1246

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 $59.7B AUM 29.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.