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Towarzystwo Funduszy Inwestycyjnych PZU SA’s Okta OKTA Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$21.8K Hold
160
– – 0.01% 615
2026
Q1 		$12.6K Hold
160
– – ﹤0.01% 644
2025
Q4 		$13.8K Hold
160
– – ﹤0.01% 645
2025
Q3 		$14.7K Hold
160
– – ﹤0.01% 625
2025
Q2 		$16K Sell
160
-2,960
-95% -$316K ﹤0.01% 605
2025
Q1 		$328K Buy
3,120
+110
+4% +$10.7K 0.11% 94
2024
Q4 		$237K Buy
3,010
+1,090
+57% +$84.5K 0.08% 109
2024
Q3 		$143K Buy
1,920
+550
+40% +$48.1K 0.05% 154
2024
Q2 		$128K Sell
1,370
-170
-11% -$16.1K 0.05% 153
2024
Q1 		$161K Buy
1,540
+300
+24% +$27.7K 0.07% 132
2023
Q4 		$112K Buy
+1,240
New +$94.6K 0.05% 154
2021
Q3 		$14.2K Hold
60
– – 0.02% 346
2021
Q2 		$14.7K Hold
60
– – 0.02% 336
2021
Q1 		$13.2K Hold
60
– – 0.02% 305
2020
Q4 		$15.3K Buy
+60
New +$14.3K 0.02% 290

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's OKTA Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA held its Okta (OKTA) position steady in Q2 2026 at 160 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #615.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in OKTA in Q4 2020 and has held it in 15 quarters since. The position peaked at $328K in Q1 2025. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 160 shares of Okta worth $21.8K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA left its Okta share count unchanged in Q2 2026.
  • Okta made up 0.01% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #615 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Okta in Q4 2020 and has held it in 15 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's Okta position peaked at $328K in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.