SUMITOMO MITSUI FINANCIAL GROUP, INC. OKTA — OKTA INC

Ownership history in SUMITOMO MITSUI FINANCIAL GROUP, INC.  ·  24 quarters on record

AI Ownership Summary

SUMITOMO MITSUI FINANCIAL GROUP, INC. reported OKTA INC (OKTA) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows OKTA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMITOMO MITSUI FINANCIAL GROUP, INC.'s position in OKTA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OKTA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OKTA stock page SUMITOMO MITSUI FINANCIAL GROUP, INC. fund profile SUMITOMO MITSUI FINANCIAL GROUP, INC. full holdings
How SUMITOMO MITSUI FINANCIAL GROUP, INC. held OKTA — position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 773 +546 +240.5% 0.00% $73K 2025-11-12 $84.69
2025 Q2 REDUCED 54.1% -6.1% ✅ 227 -268 -54.1% 0.00% $22K 2025-08-13 $90.98
2025 Q1 REDUCED 89.6% -5.0% ✅ 495 -4,244 -89.6% 0.00% $53K 2025-05-14 $123.34
2024 Q4 ADDED — — — 4,739 +4,700 +12051.3% 0.01% $387K 2025-02-13 $100.26
2024 Q3 REDUCED 99.4% +7.1% ❌ 39 -6,592 -99.4% 0.00% $3K 2024-11-08 $76.75
2024 Q2 REDUCED 24.9% -20.6% ✅ 6,631 -2,200 -24.9% 0.02% $613K 2024-08-13 $92.82
2024 Q1 REDUCED 32.0% -9.6% ✅ 8,831 -4,147 -32.0% 0.03% $924K 2024-05-13 $98.40
2023 Q4 REDUCED 67.9% +14.3% ❌ 12,978 -27,451 -67.9% 0.04% $1.2M 2024-02-08 $84.68
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OKTA

As of 2026 Q1 — sorted by position size

ShawSpring Partners LLC 3Y 7Y 16.62% TORQUE ASSET MANAGEMENT LLC 9.88% Greenvale Capital LLP 3Y 7Y 9.49% Sea Cliff Partners Management, LP 8.94% Sellaronda Global Management LP 8.77% Optimus Prime Fund Management Co., Ltd. 3Y 7Y 6.9% My Personal CFO, LLC 3Y 3.85% HARBER ASSET MANAGEMENT LLC 3Y 7Y 3.05% 1248 Management, LLC 2.58% Barton Investment Management 3Y 7Y 2.24%

FAQ About SUMITOMO MITSUI FINANCIAL GROUP, INC. and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMITOMO MITSUI FINANCIAL GROUP, INC. reported owning OKTA?

SUMITOMO MITSUI FINANCIAL GROUP, INC. reported OKTA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OKTA position in SUMITOMO MITSUI FINANCIAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for OKTA was 0.04% in 2023 Q4.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2025 Q3, when SUMITOMO MITSUI FINANCIAL GROUP, INC. reported 773 shares, equal to 0.00% of portfolio, with an estimated market value of $73K.

What does the chart on this OKTA ownership page compare?

The chart compares SUMITOMO MITSUI FINANCIAL GROUP, INC.'s quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUMITOMO MITSUI FINANCIAL GROUP, INC. time their OKTA position?

Based on 13F filing dates vs. subsequent OKTA price moves, SUMITOMO MITSUI FINANCIAL GROUP, INC. correctly timed 17 out of 23 reported position changes (74%). The annualised alpha on OKTA relative to SPY over the holding period was -19.8%.

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