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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
2025
Q3 		– Sell
-6,567
Closed -$13.9K – 225
2025
Q2 		$13.9K Hold
6,567
– – ﹤0.01% 215
2025
Q1 		$40.5K Buy
+6,567
New +$641K ﹤0.01% 152
2023
Q4 		– Sell
-15,000
Closed -$13.4K – 175
2023
Q3 		$13.4K Hold
15,000
– – ﹤0.01% 153
2023
Q2 		$23.9K Sell
15,000
-29,000
-66% -$2.2M ﹤0.01% 157
2023
Q1 		$603K Buy
44,000
+32,520
+283% +$2.48M 0.02% 116
2022
Q4 		$111K Sell
11,480
-228,520
-95% -$13M ﹤0.01% 142
2022
Q3 		$548K Sell
240,000
-16,000
-6% -$1.38M 0.02% 138
2022
Q2 		$1.78M Buy
256,000
+117,700
+85% +$12.7M 0.05% 111
2022
Q1 		$234K Buy
138,300
+20,000
+17% +$3.58M 0.01% 150
2021
Q4 		$1.8M Buy
118,300
+34,300
+41% +$8.17M 0.05% 98
2021
Q3 		$970K Buy
84,000
+54,000
+180% +$13.4M 0.02% 115
2021
Q2 		$669K Sell
30,000
-10,000
-25% -$2.41M 0.01% 108
2021
Q1 		$561K Buy
40,000
+22,000
+122% +$5.53M 0.01% 124
2020
Q4 		$646K Sell
18,000
-87,500
-83% -$20.8M 0.02% 104
2020
Q3 		$2.82M Buy
105,500
+62,500
+145% +$13M 0.1% 61
2020
Q2 		$877K Sell
43,000
-140,600
-77% -$23.9M 0.03% 77
2020
Q1 		$1.19M Buy
183,600
+172,000
+1,483% +$21.6M 0.06% 76
2019
Q4 		$84K Buy
+11,600
New +$1.34M 0.01% 115

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Financial Group's OKTA Position: Q4 2025 in Review

Sumitomo Mitsui Financial Group sold out of Okta (OKTA) in Q4 2025, closing a stake of 773 shares — an estimated $72.6K sold.

Sumitomo Mitsui Financial Group first reported a position in OKTA in Q4 2019 and held it in 24 quarters. The position peaked at $7.61M in Q4 2022. 737 funds tracked by Wall St. Rank hold OKTA as of Q4 2025.

  • Sumitomo Mitsui Financial Group reported no remaining Okta position as of Q4 2025 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 773 Okta shares in Q4 2025, an estimated $72.6K.
  • Sumitomo Mitsui Financial Group first reported a position in Okta in Q4 2019 and held it in 24 quarters.
  • Sumitomo Mitsui Financial Group's Okta position peaked at $7.61M in Q4 2022.
  • 737 funds tracked by Wall St. Rank held Okta as of Q4 2025.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.