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Swiss Life Asset Management’s Okta OKTA Stock Holding History

Swiss Life Asset 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 		$3.86M Buy
28,262
+5,076
+22% +$477K 0.02% 499
2026
Q1 		$1.82M Buy
23,186
+4,736
+26% +$393K 0.01% 557
2025
Q4 		$1.6M Buy
18,450
+319
+2% +$27.8K 0.01% 582
2025
Q3 		$1.66M Buy
18,131
+2,443
+16% +$228K 0.01% 579
2025
Q2 		$1.57M Buy
15,688
+819
+6% +$87.5K 0.01% 585
2025
Q1 		$1.56M Sell
14,869
-2,415
-14% -$236K 0.01% 541
2024
Q4 		$1.36M Buy
17,284
+12,997
+303% +$1.01M 0.01% 543
2024
Q3 		$318K Buy
4,287
+1,621
+61% +$142K ﹤0.01% 587
2024
Q2 		$250K Buy
+2,666
New +$252K ﹤0.01% 559
2024
Q1 		– Sell
-6,984
Closed -$633K – 599
2023
Q4 		$633K Sell
6,984
-9,921
-59% -$757K 0.01% 532
2023
Q3 		$1.38M Sell
16,905
-425
-2% -$32.2K 0.02% 530
2023
Q2 		$1.2M Buy
17,330
+13,066
+306% +$992K 0.02% 525
2023
Q1 		$368K Buy
4,264
+423
+11% +$32.2K 0.01% 579
2022
Q4 		$263K Sell
3,841
-648
-14% -$37K ﹤0.01% 575
2022
Q3 		$255K Sell
4,489
-9,567
-68% -$823K ﹤0.01% 564
2022
Q2 		$1.27M Buy
+14,056
New +$1.52M 0.02% 472

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swiss Life Asset Management's OKTA Position: Q2 2026 in Review

Swiss Life Asset Management increased its Okta (OKTA) stake by 22% in Q2 2026, buying an estimated $477K and bringing the position to 28,262 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #499.

Swiss Life Asset Management first reported a position in OKTA in Q2 2022 and has held it in 16 quarters since. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Swiss Life Asset Management held 28,262 shares of Okta worth $3.86M as of Q2 2026.
  • Swiss Life Asset Management bought 5,076 Okta shares in Q2 2026, an estimated $477K.
  • Okta made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #499 holding.
  • Swiss Life Asset Management first reported a position in Okta in Q2 2022 and has held it in 16 quarters since.
  • 556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.