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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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.