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BOK Financial’s Okta OKTA Stock Holding History

BOK Financial’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
Q1 		$210K Buy
2,671
+279
+12% +$23.2K ﹤0.01% 668
2025
Q4 		$207K Sell
2,392
-507
-17% -$44.2K ﹤0.01% 681
2025
Q3 		$266K Buy
+2,899
New +$271K ﹤0.01% 659
2024
Q3 		– Sell
-3
Closed -$281 – 1462
2024
Q2 		$281 Buy
+3
New +$284 ﹤0.01% 1135
2024
Q1 		– Sell
-14
Closed -$1.27K – 1296
2023
Q4 		$1.27K Buy
+14
New +$1.07K ﹤0.01% 1139
2023
Q3 		– Sell
-14
Closed -$971 – 1249
2023
Q2 		$971 Sell
14
-44
-76% -$3.34K ﹤0.01% 1036
2023
Q1 		$5K Buy
+58
New +$4.42K ﹤0.01% 1053
2022
Q3 		– Sell
-8,869
Closed -$801K – 931
2022
Q2 		$801K Buy
8,869
+974
+12% +$105K 0.02% 575
2022
Q1 		$1.19M Sell
7,895
-143
-2% -$25.6K 0.02% 528
2021
Q4 		$1.8M Buy
8,038
+450
+6% +$107K 0.03% 442
2021
Q3 		$1.8M Buy
+7,588
New +$1.88M 0.03% 420
2021
Q1 		$1.97M Buy
8,944
+4,056
+83% +$1.02M 0.04% 388
2020
Q4 		$1.24M Buy
4,888
+153
+3% +$36.4K 0.02% 469
2020
Q3 		$1.01M Buy
+4,735
New +$987K 0.02% 461
2019
Q3 		– Sell
-2,408
Closed -$297K – 930
2019
Q2 		$297K Sell
2,408
-23,001
-91% -$2.5M 0.01% 786
2019
Q1 		$2.1M Sell
25,409
-3,811
-13% -$302K 0.05% 340
2018
Q4 		$1.86M Buy
+29,220
New +$1.73M 0.05% 335

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

BOK Financial's OKTA Position: Q1 2026 in Review

BOK Financial increased its Okta (OKTA) stake by 12% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,671 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

BOK Financial first reported a position in OKTA in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.1M in Q1 2019. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • BOK Financial held 2,671 shares of Okta worth $210K as of Q1 2026.
  • BOK Financial bought 279 Okta shares in Q1 2026, an estimated $23.2K.
  • Okta made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #668 holding.
  • BOK Financial first reported a position in Okta in Q4 2018 and has held it in 17 quarters since.
  • BOK Financial's Okta position peaked at $2.1M in Q1 2019.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.