Bank of New York Mellon’s Okta OKTA Stock Holding History

Bank of New York Mellon’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
2026 Q2	–	Sell	-200,000	Closed	-$15.7M	–	4397
2026 Q1	$15.7M	Sell	200,000 -47,000	-19%	-$3.9M	﹤0.01%	1674
2025 Q4	$21.4M	Buy	247,000 +70,000	+40%	+$6.11M	﹤0.01%	1505
2025 Q3	$16.2M	Sell	177,000 -15,000	-8%	-$1.4M	﹤0.01%	1655
2025 Q2	$19.2M	Buy	192,000 +162,000	+540%	+$17.3M	﹤0.01%	1541
2025 Q1	$3.16M	Sell	30,000 -30,000	-50%	-$2.93M	﹤0.01%	2445
2024 Q4	$4.73M	Hold	60,000	–	–	﹤0.01%	2330
2024 Q3	$4.46M	Buy	+60,000	New	+$5.24M	﹤0.01%	2349
2024 Q1	–	Sell	-40,000	Closed	-$3.62M	–	4268
2023 Q4	$3.62M	Buy	+40,000	New	+$3.05M	﹤0.01%	2530

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon's OKTA Position: Q2 2026 in Review

Bank of New York Mellon reduced its Okta (OKTA) stake by 4.3% in Q2 2026, selling an estimated $5.31M and leaving 1,249,078 shares worth $170M. The position accounts for 0.03% of the portfolio, ranked #460.

Bank of New York Mellon first reported a position in OKTA in Q2 2017 and has held it in 37 quarters since. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Bank of New York Mellon held 1,249,078 shares of Okta worth $170M as of Q2 2026.
Bank of New York Mellon sold 56,460 Okta shares in Q2 2026, an estimated $5.31M.
Okta made up 0.03% of Bank of New York Mellon's portfolio in Q2 2026, its #460 holding.
Bank of New York Mellon first reported a position in Okta in Q2 2017 and has held it in 37 quarters since.
556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.