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J. Safra Sarasin Holding’s Okta OKTA Stock Holding History

J. Safra Sarasin Holding’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 		– Sell
-8,973
Closed -$776K – 576
2025
Q4 		$776K Buy
+8,973
New +$783K 0.01% 352
2025
Q3 		– Sell
-17,730
Closed -$1.77M – 527
2025
Q2 		$1.77M Buy
+17,730
New +$1.89M 0.03% 251

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J. Safra Sarasin Holding's OKTA Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of Okta (OKTA) in Q1 2026, closing a stake of 8,973 shares — an estimated $776K sold.

J. Safra Sarasin Holding first reported a position in OKTA in Q2 2025 and held it in 2 quarters. The position peaked at $1.77M in Q2 2025. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • J. Safra Sarasin Holding reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 8,973 Okta shares in Q1 2026, an estimated $776K.
  • J. Safra Sarasin Holding first reported a position in Okta in Q2 2025 and held it in 2 quarters.
  • J. Safra Sarasin Holding's Okta position peaked at $1.77M in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.