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 		$39.6M Sell
290,200
-12,200
-4% -$1.15M 0.01% 1982
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 $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.