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Sumitomo Mitsui DS Asset Management’s Okta OKTA Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$1.11M Hold
14,165
– – 0.01% 604
2025
Q4 		$1.22M Hold
14,165
– – 0.01% 598
2025
Q3 		$1.3M Sell
14,165
-51
-0.4% -$4.76K 0.01% 593
2025
Q2 		$1.42M Hold
14,216
– – 0.01% 570
2025
Q1 		$1.5M Sell
14,216
-85
-0.6% -$8.3K 0.02% 549
2024
Q4 		$1.13M Hold
14,301
– – 0.01% 609
2024
Q3 		$1.06M Hold
14,301
– – 0.01% 612
2024
Q2 		$1.34M Sell
14,301
-5
-0% -$473 0.02% 541
2024
Q1 		$1.5M Buy
14,306
+3,530
+33% +$326K 0.02% 512
2023
Q4 		$976K Hold
10,776
– – 0.01% 616
2023
Q3 		$878K Sell
10,776
-32
-0.3% -$2.43K 0.01% 586
2023
Q2 		$750K Hold
10,808
– – 0.01% 625
2023
Q1 		$932K Hold
10,808
– – 0.02% 561
2022
Q4 		$739K Hold
10,808
– – 0.02% 581
2022
Q3 		$615K Buy
10,808
+2,389
+28% +$206K 0.01% 593
2022
Q2 		$761K Sell
8,419
-3,773
-31% -$407K 0.02% 546
2022
Q1 		$1.84M Sell
12,192
-1,679
-12% -$301K 0.04% 364
2021
Q4 		$3.11M Sell
13,871
-5,022
-27% -$1.2M 0.06% 256
2021
Q3 		$4.48M Sell
18,893
-4,650
-20% -$1.15M 0.11% 176
2021
Q2 		$5.76M Sell
23,543
-7,060
-23% -$1.7M 0.14% 149
2021
Q1 		$6.75M Buy
30,603
+9,873
+48% +$2.48M 0.18% 121
2020
Q4 		$5.27M Buy
20,730
+11,471
+124% +$2.73M 0.15% 132
2020
Q3 		$1.98M Buy
9,259
+2,913
+46% +$607K 0.06% 255
2020
Q2 		$1.27M Buy
6,346
+668
+12% +$113K 0.04% 340
2020
Q1 		$694K Buy
5,678
+46
+0.8% +$5.77K 0.03% 421
2019
Q4 		$649K Hold
5,632
– – 0.02% 535
2019
Q3 		$554K Buy
5,632
+363
+7% +$45.3K 0.02% 545
2019
Q2 		$650K Sell
5,269
-6,641
-56% -$721K 0.03% 489
2019
Q1 		$985K Sell
11,910
-12,290
-51% -$973K 0.02% 520
2018
Q4 		$1.54M Buy
+24,200
New +$1.43M 0.03% 362

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

Sumitomo Mitsui DS Asset Management's OKTA Position: Q1 2026 in Review

Sumitomo Mitsui DS Asset Management held its Okta (OKTA) position steady in Q1 2026 at 14,165 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #604.

Sumitomo Mitsui DS Asset Management first reported a position in OKTA in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.75M in Q1 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Sumitomo Mitsui DS Asset Management held 14,165 shares of Okta worth $1.11M as of Q1 2026.
  • Sumitomo Mitsui DS Asset Management left its Okta share count unchanged in Q1 2026.
  • Okta made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q1 2026, its #604 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Okta in Q4 2018 and has held it in 30 quarters since.
  • Sumitomo Mitsui DS Asset Management's Okta position peaked at $6.75M in Q1 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.