UBS Group
OKTA icon

UBS Group’s Okta OKTA Stock Holding History

UBS Group’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 		$21.9M Sell
160,408
-44,500
-22% -$4.18M ﹤0.01% 2590
2026
Q1 		$16.1M Buy
204,908
+45,253
+28% +$3.76M ﹤0.01% 2828
2025
Q4 		$13.8M Buy
159,655
+46,000
+40% +$4.01M ﹤0.01% 2957
2025
Q3 		$10.4M Buy
113,655
+22,655
+25% +$2.12M ﹤0.01% 3253
2025
Q2 		$9.1M Sell
91,000
-6,000
-6% -$641K ﹤0.01% 3172
2025
Q1 		$10.2M Sell
97,000
-131,800
-58% -$12.9M ﹤0.01% 3015
2024
Q4 		$18M Buy
228,800
+44,200
+24% +$3.43M ﹤0.01% 2440
2024
Q3 		$13.7M Sell
184,600
-165,620
-47% -$14.5M ﹤0.01% 2111
2024
Q2 		$32.8M Buy
350,220
+116,100
+50% +$11M 0.01% 1319
2024
Q1 		$24.5M Sell
234,120
-169,780
-42% -$15.7M 0.01% 1528
2023
Q4 		$36.6M Buy
403,900
+153,900
+62% +$11.7M 0.01% 1170
2023
Q3 		$20.4M Buy
250,000
+225,000
+900% +$17.1M 0.01% 1468
2023
Q2 		$1.73M Sell
25,000
-140,200
-85% -$10.6M ﹤0.01% 3672
2023
Q1 		$14.2M Buy
165,200
+67,432
+69% +$5.13M 0.01% 1646
2022
Q4 		$6.68M Buy
97,768
+1,968
+2% +$112K ﹤0.01% 2228
2022
Q3 		$5.45M Buy
95,800
+92,800
+3,093% +$7.98M ﹤0.01% 2281
2022
Q2 		$271K Hold
3,000
– – ﹤0.01% 4690
2022
Q1 		$453K Sell
3,000
-7,500
-71% -$1.34M ﹤0.01% 4767
2021
Q4 		$2.35M Buy
10,500
+3,000
+40% +$715K ﹤0.01% 3582
2021
Q3 		$1.78M Buy
+7,500
New +$1.86M ﹤0.01% 3667
2020
Q1 		– Sell
-4,600
Closed -$531K – 8267
2019
Q4 		$531K Sell
4,600
-3,600
-44% -$414K ﹤0.01% 4789
2019
Q3 		$807K Buy
+8,200
New +$1.02M ﹤0.01% 4155
2019
Q1 		– Sell
-37,000
Closed -$2.36M – 8029
2018
Q4 		$2.36M Buy
+37,000
New +$2.19M ﹤0.01% 2871
2017
Q3 		– Sell
-9,600
Closed -$219K – 7913
2017
Q2 		$219K Buy
+9,600
New +$237K ﹤0.01% 4691

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

UBS Group's OKTA Position: Q2 2026 in Review

UBS Group reduced its Okta (OKTA) stake by 39% in Q2 2026, selling an estimated $126M and leaving 2,060,649 shares worth $281M. The position accounts for 0.04% of the portfolio, ranked #500.

UBS Group first reported a position in OKTA in Q2 2017 and has held it in 37 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • UBS Group held 2,060,649 shares of Okta worth $281M as of Q2 2026.
  • UBS Group sold 1,340,421 Okta shares in Q2 2026, an estimated $126M.
  • Okta made up 0.04% of UBS Group's portfolio in Q2 2026, its #500 holding.
  • UBS Group first reported a position in Okta in Q2 2017 and has held it in 37 quarters since.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.