BOK Financial
OKTA icon

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
Q3 		$286K Sell
1,368
-1,212
-47% -$192K ﹤0.01% 651
2026
Q2 		$352K Sell
2,580
-91
-3% -$8.56K ﹤0.01% 618
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

BOK Financial's OKTA Position: Q3 2026 in Review

BOK Financial reduced its Okta (OKTA) stake by 47% in Q3 2026, selling an estimated $192K and leaving 1,368 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

BOK Financial first reported a position in OKTA in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.1M in Q1 2019. 479 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • BOK Financial held 1,368 shares of Okta worth $286K as of Q3 2026.
  • BOK Financial sold 1,212 Okta shares in Q3 2026, an estimated $192K.
  • Okta made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #651 holding.
  • BOK Financial first reported a position in Okta in Q4 2018 and has held it in 19 quarters since.
  • BOK Financial's Okta position peaked at $2.1M in Q1 2019.
  • 479 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.