Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Okta OKTA Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		$28M Sell
355,720
-16,461
-4% -$1.37M 0.02% 576
2025
Q4 		$32.2M Sell
372,181
-8,894
-2% -$776K 0.02% 569
2025
Q3 		$34.9M Buy
381,075
+5,474
+1% +$511K 0.02% 563
2025
Q2 		$37.5M Buy
375,601
+14,674
+4% +$1.57M 0.02% 541
2025
Q1 		$38M Sell
360,927
-3,023
-0.8% -$295K 0.03% 514
2024
Q4 		$28.7M Buy
363,950
+21,543
+6% +$1.67M 0.02% 591
2024
Q3 		$25.5M Sell
342,407
-769
-0.2% -$67.2K 0.02% 610
2024
Q2 		$32.1M Sell
343,176
-21,985
-6% -$2.08M 0.02% 542
2024
Q1 		$38.2M Buy
365,161
+134
+0% +$12.4K 0.03% 571
2023
Q4 		$33M Sell
365,027
-13,909
-4% -$1.06M 0.02% 596
2023
Q3 		$30.9M Sell
378,936
-44,837
-11% -$3.4M 0.03% 588
2023
Q2 		$29.4M Sell
423,773
-83,724
-16% -$6.36M 0.02% 614
2023
Q1 		$43.8M Buy
507,497
+26,744
+6% +$2.04M 0.03% 541
2022
Q4 		$32.8M Sell
480,753
-13,766
-3% -$786K 0.03% 609
2022
Q3 		$28.1M Buy
494,519
+9,068
+2% +$780K 0.02% 641
2022
Q2 		$43.9M Sell
485,451
-248,813
-34% -$26.9M 0.03% 549
2022
Q1 		$111M Buy
734,264
+30,540
+4% +$5.47M 0.07% 309
2021
Q4 		$158M Sell
703,724
-80,043
-10% -$19.1M 0.1% 229
2021
Q3 		$186M Sell
783,767
-793
-0.1% -$197K 0.12% 193
2021
Q2 		$192M Buy
784,560
+401,363
+105% +$96.9M 0.11% 203
2021
Q1 		$84.5M Sell
383,197
-314,173
-45% -$79M 0.05% 392
2020
Q4 		$177M Buy
697,370
+15,933
+2% +$3.79M 0.11% 198
2020
Q3 		$146M Buy
681,437
+165,137
+32% +$34.4M 0.1% 221
2020
Q2 		$103M Buy
516,300
+100,257
+24% +$17M 0.07% 288
2020
Q1 		$50.9M Buy
416,043
+22,001
+6% +$2.76M 0.04% 435
2019
Q4 		$45.5M Buy
394,042
+1,026
+0.3% +$118K 0.04% 510
2019
Q3 		$38.7M Buy
393,016
+15,068
+4% +$1.88M 0.03% 519
2019
Q2 		$46.7M Buy
+377,948
New +$41M 0.04% 454

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 Trust Group's OKTA Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Okta (OKTA) stake by 4.4% in Q1 2026, selling an estimated $1.37M and leaving 355,720 shares worth $28M. The position accounts for 0.02% of the portfolio, ranked #576.

Sumitomo Mitsui Trust Group first reported a position in OKTA in Q2 2019 and has held it in 28 quarters since. The position peaked at $192M in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 355,720 shares of Okta worth $28M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 16,461 Okta shares in Q1 2026, an estimated $1.37M.
  • Okta made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #576 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Okta in Q2 2019 and has held it in 28 quarters since.
  • Sumitomo Mitsui Trust Group's Okta position peaked at $192M in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.