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Leonteq Securities AG’s Okta OKTA Stock Holding History

Leonteq Securities AG’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 		$4.54M Sell
33,289
-4,370
-12% -$411K 0.16% 102
2026
Q1 		$2.96M Buy
37,659
+3,562
+10% +$296K 0.11% 147
2025
Q4 		$2.95M Buy
34,097
+4,457
+15% +$389K 0.09% 170
2025
Q3 		$2.72M Buy
29,640
+13,121
+79% +$1.23M 0.08% 170
2025
Q2 		$1.65M Sell
16,519
-4,618
-22% -$493K 0.06% 184
2025
Q1 		$2.2M Buy
21,137
+444
+2% +$43.4K 0.12% 150
2024
Q4 		$1.68M Sell
20,693
-2,747
-12% -$213K 0.11% 171
2024
Q3 		$1.74M Buy
23,440
+4,833
+26% +$422K 0.13% 149
2024
Q2 		$1.74M Buy
18,607
+7,962
+75% +$754K 0.12% 151
2024
Q1 		$1.11M Sell
10,645
-3,977
-27% -$367K 0.08% 210
2023
Q4 		$1.32M Sell
14,622
-4,783
-25% -$365K 0.08% 215
2023
Q3 		$1.58M Sell
19,405
-11,460
-37% -$869K 0.09% 216
2023
Q2 		$2.14M Buy
30,865
+3,085
+11% +$234K 0.11% 187
2023
Q1 		$2.4M Buy
27,780
+961
+4% +$73.2K 0.11% 167
2022
Q4 		$1.83M Sell
26,819
-19,264
-42% -$1.1M 0.07% 212
2022
Q3 		$2.62M Sell
46,083
-22,250
-33% -$1.91M 0.1% 160
2022
Q2 		$6.18M Buy
68,333
+15,796
+30% +$1.71M 0.23% 88
2022
Q1 		$7.93M Buy
52,537
+33,810
+181% +$6.06M 0.28% 77
2021
Q4 		$4.2M Buy
18,727
+2,589
+16% +$617K 0.15% 124
2021
Q3 		$3.83M Buy
16,138
+4,320
+37% +$1.07M 0.16% 113
2021
Q2 		$2.89M Buy
11,818
+1,068
+10% +$258K 0.17% 114
2021
Q1 		$2.37M Buy
10,750
+6,400
+147% +$1.61M 0.14% 135
2020
Q4 		$1.11M Buy
+4,350
New +$1.03M 0.06% 256

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leonteq Securities AG's OKTA Position: Q2 2026 in Review

Leonteq Securities AG reduced its Okta (OKTA) stake by 12% in Q2 2026, selling an estimated $411K and leaving 33,289 shares worth $4.54M. The position accounts for 0.16% of the portfolio, ranked #102.

Leonteq Securities AG first reported a position in OKTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.93M in Q1 2022. 815 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Leonteq Securities AG held 33,289 shares of Okta worth $4.54M as of Q2 2026.
  • Leonteq Securities AG sold 4,370 Okta shares in Q2 2026, an estimated $411K.
  • Okta made up 0.16% of Leonteq Securities AG's portfolio in Q2 2026, its #102 holding.
  • Leonteq Securities AG first reported a position in Okta in Q4 2020 and has held it in 23 quarters since.
  • Leonteq Securities AG's Okta position peaked at $7.93M in Q1 2022.
  • 815 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.