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
Q3 		$68.9M Sell
329,322
-16,270
-5% -$2.58M 0.04% 361
2026
Q2 		$47.2M Sell
345,592
-10,128
-3% -$952K 0.03% 470
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% 611
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% 393
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% 520
2019
Q2 		$46.7M Buy
+377,948
New +$41M 0.04% 454

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group's OKTA Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Okta (OKTA) stake by 4.7% in Q3 2026, selling an estimated $2.58M and leaving 329,322 shares worth $68.9M. The position accounts for 0.04% of the portfolio, ranked #361.

Sumitomo Mitsui Trust Group first reported a position in OKTA in Q2 2019 and has held it in 30 quarters since. The position peaked at $192M in Q2 2021. 566 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 329,322 shares of Okta worth $68.9M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 16,270 Okta shares in Q3 2026, an estimated $2.58M.
  • Okta made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #361 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Okta in Q2 2019 and has held it in 30 quarters since.
  • Sumitomo Mitsui Trust Group's Okta position peaked at $192M in Q2 2021.
  • 566 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.