Siemens Fonds Invest’s Okta OKTA Stock Holding History

Siemens Fonds Invest’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	$338K	Buy	2,480 +46	+2%	+$4.33K	0.02%	401
2026 Q1	$192K	Buy	2,434 +163	+7%	+$13.5K	0.01%	474
2025 Q4	$199K	Hold	2,271	–	–	0.01%	474
2025 Q3	$208K	Hold	2,271	–	–	0.01%	455
2025 Q2	$227K	Buy	2,271 +406	+22%	+$43.4K	0.01%	441
2025 Q1	$196K	Buy	+1,865	New	+$182K	0.01%	433
2023 Q3	–	Sell	-2,912	Closed	-$201K	–	383
2023 Q2	$201K	Hold	2,912	–	–	0.02%	376
2023 Q1	$251K	Buy	+2,912	New	+$222K	0.03%	335
2022 Q3	–	Sell	-2,912	Closed	-$263K	–	399
2022 Q2	$263K	Hold	2,912	–	–	0.03%	348
2022 Q1	$440K	Buy	2,912 +116	+4%	+$20.8K	0.04%	289
2021 Q4	$629K	Buy	2,796 +327	+13%	+$77.9K	0.04%	255
2021 Q3	$586K	Buy	+2,469	New	+$613K	0.04%	251

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Siemens Fonds Invest's OKTA Position: Q2 2026 in Review

Siemens Fonds Invest increased its Okta (OKTA) stake by 1.9% in Q2 2026, buying an estimated $4.33K and bringing the position to 2,480 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #401.

Siemens Fonds Invest first reported a position in OKTA in Q3 2021 and has held it in 12 quarters since. The position peaked at $629K in Q4 2021. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Siemens Fonds Invest held 2,480 shares of Okta worth $338K as of Q2 2026.
Siemens Fonds Invest bought 46 Okta shares in Q2 2026, an estimated $4.33K.
Okta made up 0.02% of Siemens Fonds Invest's portfolio in Q2 2026, its #401 holding.
Siemens Fonds Invest first reported a position in Okta in Q3 2021 and has held it in 12 quarters since.
Siemens Fonds Invest's Okta position peaked at $629K in Q4 2021.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.