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UMB Bank’s Okta OKTA Stock Holding History

UMB Bank’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 		$126K Buy
1,607
+303
+23% +$25.1K ﹤0.01% 867
2025
Q4 		$113K Sell
1,304
-328
-20% -$28.6K ﹤0.01% 898
2025
Q3 		$150K Buy
1,632
+236
+17% +$22K ﹤0.01% 710
2025
Q2 		$140K Buy
1,396
+1,393
+46,433% +$149K ﹤0.01% 708
2025
Q1 		$316 Sell
3
-128
-98% -$12.5K ﹤0.01% 2068
2024
Q4 		$10.3K Sell
131
-494
-79% -$38.3K ﹤0.01% 1463
2024
Q3 		$46.5K Sell
625
-324
-34% -$28.3K ﹤0.01% 898
2024
Q2 		$88.8K Sell
949
-253
-21% -$24K ﹤0.01% 717
2024
Q1 		$126K Buy
1,202
+453
+60% +$41.8K ﹤0.01% 654
2023
Q4 		$67.8K Buy
749
+450
+151% +$34.3K ﹤0.01% 781
2023
Q3 		$24.4K Buy
299
+66
+28% +$5K ﹤0.01% 1025
2023
Q2 		$16.2K Hold
233
– – ﹤0.01% 1141
2023
Q1 		$20.1K Hold
233
– – ﹤0.01% 1084
2022
Q4 		$16K Sell
233
-143
-38% -$8.16K ﹤0.01% 1168
2022
Q3 		$22K Buy
376
+143
+61% +$12.3K ﹤0.01% 1084
2022
Q2 		$21K Sell
233
-180
-44% -$19.4K ﹤0.01% 1159
2022
Q1 		$63K Buy
413
+80
+24% +$14.3K ﹤0.01% 893
2021
Q4 		$75K Buy
+333
New +$79.3K ﹤0.01% 870

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

UMB Bank's OKTA Position: Q1 2026 in Review

UMB Bank increased its Okta (OKTA) stake by 23% in Q1 2026, buying an estimated $25.1K and bringing the position to 1,607 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

UMB Bank first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $150K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • UMB Bank held 1,607 shares of Okta worth $126K as of Q1 2026.
  • UMB Bank bought 303 Okta shares in Q1 2026, an estimated $25.1K.
  • Okta made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #867 holding.
  • UMB Bank first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Okta position peaked at $150K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.