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Sumitomo Mitsui Financial Group’s Okta OKTA Stock Holding History

Sumitomo Mitsui Financial Group’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 		$409K Buy
+3,000
New +$282K 0.01% 134
2025
Q4 		– Sell
-773
Closed -$72.6K – 195
2025
Q3 		$72.6K Buy
773
+546
+241% +$51K ﹤0.01% 139
2025
Q2 		$22.3K Sell
227
-268
-54% -$28.6K ﹤0.01% 210
2025
Q1 		$53.5K Sell
495
-4,244
-90% -$415K ﹤0.01% 147
2024
Q4 		$387K Buy
4,739
+4,700
+12,051% +$364K 0.01% 108
2024
Q3 		$2.89K Sell
39
-6,592
-99% -$576K ﹤0.01% 165
2024
Q2 		$613K Sell
6,631
-2,200
-25% -$208K 0.02% 104
2024
Q1 		$924K Sell
8,831
-4,147
-32% -$383K 0.03% 97
2023
Q4 		$1.19M Sell
12,978
-27,451
-68% -$2.09M 0.04% 90
2023
Q3 		$3.29M Sell
40,429
-7,826
-16% -$593K 0.11% 63
2023
Q2 		$3.34M Sell
48,255
-26,258
-35% -$1.99M 0.11% 67
2023
Q1 		$6.28M Sell
74,513
-36,774
-33% -$2.8M 0.2% 51
2022
Q4 		$7.61M Buy
111,287
+61,580
+124% +$3.52M 0.29% 51
2022
Q3 		$2.82M Sell
49,707
-10,630
-18% -$915K 0.12% 80
2022
Q2 		$5.63M Buy
60,337
+26,332
+77% +$2.84M 0.16% 67
2022
Q1 		$5.19M Buy
34,005
+31,358
+1,185% +$5.62M 0.15% 74
2021
Q4 		$593K Sell
2,647
-1,446
-35% -$344K 0.02% 132
2021
Q3 		$955K Sell
4,093
-9,397
-70% -$2.33M 0.02% 116
2021
Q2 		$3.35M Buy
13,490
+11,786
+692% +$2.84M 0.07% 77
2021
Q1 		$364K Sell
1,704
-10,450
-86% -$2.63M 0.01% 132
2020
Q4 		$3.18M Sell
12,154
-14,272
-54% -$3.39M 0.08% 68
2020
Q3 		$5.64M Buy
26,426
+4,907
+23% +$1.02M 0.19% 40
2020
Q2 		$4.3M Buy
21,519
+9,214
+75% +$1.56M 0.15% 36
2020
Q1 		$1.54M Buy
12,305
+1,190
+11% +$149K 0.08% 70
2019
Q4 		$1.33M Buy
+11,115
New +$1.28M 0.1% 59

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Financial Group's OKTA Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in Okta (OKTA) in Q2 2026: 3,000 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in OKTA as recently as Q3 2025.

Sumitomo Mitsui Financial Group first reported a position in OKTA in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.61M in Q4 2022. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 3,000 shares of Okta worth $409K as of Q2 2026.
  • Okta was a new Sumitomo Mitsui Financial Group position in Q2 2026.
  • Okta made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #134 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Okta in Q4 2019 and has held it in 25 quarters since.
  • Sumitomo Mitsui Financial Group's Okta position peaked at $7.61M in Q4 2022.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.