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Generali Investments Management’s Okta OKTA Stock Holding History

Generali Investments Management’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
Q2 		$410K Buy
3,005
+349
+13% +$32.8K 0.09% 120
2026
Q1 		$209K Buy
2,656
+982
+59% +$81.5K 0.05% 133
2025
Q4 		$145K Sell
1,674
-2,069
-55% -$181K 0.03% 139
2025
Q3 		$343K Buy
3,743
+1,955
+109% +$183K 0.07% 124
2025
Q2 		$179K Buy
+1,788
New +$191K 0.04% 132

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Generali Investments Management's OKTA Position: Q2 2026 in Review

Generali Investments Management increased its Okta (OKTA) stake by 13% in Q2 2026, buying an estimated $32.8K and bringing the position to 3,005 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #120.

Generali Investments Management first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Generali Investments Management held 3,005 shares of Okta worth $410K as of Q2 2026.
  • Generali Investments Management bought 349 Okta shares in Q2 2026, an estimated $32.8K.
  • Okta made up 0.09% of Generali Investments Management's portfolio in Q2 2026, its #120 holding.
  • Generali Investments Management first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.