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
2020
Q3 		– Sell
-48,900
Closed -$10.9M – 4884
2020
Q2 		$10.9M Buy
+48,900
New +$8.3M 0.01% 802
2020
Q1 		– Sell
-5,000
Closed -$577K – 4520
2019
Q4 		$577K Hold
5,000
– – ﹤0.01% 2584
2019
Q3 		$492K Hold
5,000
– – ﹤0.01% 2425
2019
Q2 		$618K Buy
+5,000
New +$543K ﹤0.01% 2302

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 $140B AUM 27.84% 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 $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
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.