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
Q1 		$23.8M Sell
302,400
-84,800
-22% -$7.04M ﹤0.01% 2398
2025
Q4 		$33.5M Buy
387,200
+45,100
+13% +$3.94M 0.01% 2052
2025
Q3 		$31.4M Buy
342,100
+126,500
+59% +$11.8M ﹤0.01% 2086
2025
Q2 		$21.6M Buy
215,600
+68,700
+47% +$7.34M ﹤0.01% 2289
2025
Q1 		$15.5M Sell
146,900
-51,200
-26% -$5M ﹤0.01% 2599
2024
Q4 		$15.6M Sell
198,100
-66,400
-25% -$5.15M ﹤0.01% 2600
2024
Q3 		$19.7M Buy
264,500
+194,500
+278% +$17M ﹤0.01% 1846
2024
Q2 		$6.55M Buy
70,000
+50,000
+250% +$4.73M ﹤0.01% 2598
2024
Q1 		$2.09M Sell
20,000
-76,900
-79% -$7.09M ﹤0.01% 3911
2023
Q4 		$8.77M Buy
+96,900
New +$7.39M ﹤0.01% 2212
2023
Q2 		– Sell
-40,000
Closed -$3.45M – 9430
2023
Q1 		$3.45M Buy
40,000
+23,300
+140% +$1.77M ﹤0.01% 2869
2022
Q4 		$1.14M Hold
16,700
– – ﹤0.01% 3946
2022
Q3 		$950K Sell
16,700
-38,900
-70% -$3.35M ﹤0.01% 3791
2022
Q2 		$5.03M Hold
55,600
– – ﹤0.01% 2375
2022
Q1 		$8.39M Sell
55,600
-45,200
-45% -$8.1M ﹤0.01% 2070
2021
Q4 		$22.6M Sell
100,800
-14,000
-12% -$3.34M 0.01% 1489
2021
Q3 		$27.2M Buy
114,800
+77,300
+206% +$19.2M 0.01% 1261
2021
Q2 		$9.18M Buy
37,500
+17,500
+88% +$4.22M ﹤0.01% 2124
2021
Q1 		$4.41M Sell
20,000
-70,000
-78% -$17.6M ﹤0.01% 2750
2020
Q4 		$22.9M Buy
90,000
+16,553
+23% +$3.93M 0.01% 1254
2020
Q3 		$15.7M Sell
73,447
-222,553
-75% -$46.4M 0.01% 1342
2020
Q2 		$59.3M Sell
296,000
-34,000
-10% -$5.77M 0.03% 536
2020
Q1 		$40.3M Buy
330,000
+140,000
+74% +$17.6M 0.02% 643
2019
Q4 		$21.9M Buy
+190,000
New +$21.9M 0.01% 1311

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's OKTA Position: Q1 2026 in Review

UBS Group increased its Okta (OKTA) stake by 203% in Q1 2026, buying an estimated $189M and bringing the position to 3,401,070 shares worth $268M. The position accounts for 0.04% of the portfolio, ranked #479.

UBS Group first reported a position in OKTA in Q2 2017 and has held it in 36 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • UBS Group held 3,401,070 shares of Okta worth $268M as of Q1 2026.
  • UBS Group bought 2,278,105 Okta shares in Q1 2026, an estimated $189M.
  • Okta made up 0.04% of UBS Group's portfolio in Q1 2026, its #479 holding.
  • UBS Group first reported a position in Okta in Q2 2017 and has held it in 36 quarters since.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.