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	–	Sell	-800	Closed	-$63K	–	1354
2026 Q1	$63K	Hold	800	–	–	﹤0.01%	828
2025 Q4	$69.2K	Hold	800	–	–	﹤0.01%	893
2025 Q3	$73.4K	Buy	800 +500	+167%	+$46.7K	﹤0.01%	815
2025 Q2	$30K	Sell	300 -200	-40%	-$21.4K	﹤0.01%	930
2025 Q1	$52.1K	Sell	500 -1,500	-75%	-$147K	﹤0.01%	823
2024 Q4	$163K	Buy	+2,000	New	+$155K	0.01%	590
2024 Q1	–	Sell	-1,000	Closed	-$90.5K	–	1255
2023 Q4	$90.5K	Hold	1,000	–	–	0.01%	658
2023 Q3	$81.5K	Buy	+1,000	New	+$75.8K	﹤0.01%	694

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 268 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.
268 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.