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
2023 Q3	–	Sell	-10,000	Closed	-$88K	–	179
2023 Q2	$88K	Buy	+10,000	New	+$759K	﹤0.01%	140
2022 Q3	–	Sell	-115,000	Closed	-$750K	–	204
2022 Q2	$750K	Sell	115,000 -235,200	-67%	-$25.4M	0.02%	136
2022 Q1	$4.73M	Buy	350,200 +48,600	+16%	+$8.71M	0.14%	78
2021 Q4	$1.77M	Buy	301,600 +116,600	+63%	+$27.8M	0.05%	100
2021 Q3	$727K	Buy	185,000 +135,000	+270%	+$33.5M	0.02%	128
2021 Q2	$118K	Sell	50,000 -40,000	-44%	-$9.65M	﹤0.01%	136
2021 Q1	$737K	Buy	+90,000	New	+$22.6M	0.02%	115
2020 Q4	–	Sell	-40,200	Closed	-$141K	–	167
2020 Q3	$141K	Sell	40,200 -49,800	-55%	-$10.4M	﹤0.01%	127
2020 Q2	$521K	Sell	90,000 -245,200	-73%	-$41.6M	0.02%	87
2020 Q1	$3.7M	Buy	335,200 +311,700	+1,326%	+$39.1M	0.18%	33
2019 Q4	$265K	Buy	+23,500	New	+$2.71M	0.02%	97

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 824 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.
824 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.