Bank of Montreal
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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 		$3.25M Hold
50,000
– – ﹤0.01% 1583
2022
Q2 		$5.01M 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal's OKTA Position: Q2 2026 in Review

Bank of Montreal reduced its Okta (OKTA) stake by 18% in Q2 2026, selling an estimated $794K and leaving 39,498 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Bank of Montreal first reported a position in OKTA in Q4 2017 and has held it in 35 quarters since. The position peaked at $50.4M in Q3 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bank of Montreal held 39,498 shares of Okta worth $5.39M as of Q2 2026.
  • Bank of Montreal sold 8,440 Okta shares in Q2 2026, an estimated $794K.
  • Okta made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1346 holding.
  • Bank of Montreal first reported a position in Okta in Q4 2017 and has held it in 35 quarters since.
  • Bank of Montreal's Okta position peaked at $50.4M in Q3 2021.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.