Union Bancaire Privee’s Okta OKTA Stock Holding History

Union Bancaire Privee’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	$12.8M	Sell	111,583 -16,596	-13%	-$1.56M	0.14%	108
2026 Q1	$8.48M	Sell	128,179 -29,216	-19%	-$2.42M	0.12%	118
2025 Q4	$12.2M	Buy	157,395 +56,000	+55%	+$4.89M	0.15%	111
2025 Q3	$8.23M	Sell	101,395 -9,950	-9%	-$929K	0.12%	101
2025 Q2	$9.75M	Hold	111,345	–	–	0.14%	86
2025 Q1	$11.4M	Buy	111,345 +2,748	+3%	+$268K	0.22%	59
2024 Q4	$8.34M	Buy	+108,597	New	+$8.42M	0.15%	80

Other funds holding OKTA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Union Bancaire Privee's OKTA Position: Q2 2026 in Review

Union Bancaire Privee reduced its Okta (OKTA) stake by 13% in Q2 2026, selling an estimated $1.56M and leaving 111,583 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #108.

Union Bancaire Privee first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Union Bancaire Privee held 111,583 shares of Okta worth $12.8M as of Q2 2026.
Union Bancaire Privee sold 16,596 Okta shares in Q2 2026, an estimated $1.56M.
Okta made up 0.14% of Union Bancaire Privee's portfolio in Q2 2026, its #108 holding.
Union Bancaire Privee first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.