Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Okta OKTA Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$17.3M Sell
127,237
-19,739
-13% -$1.86M 0.03% 451
2026
Q1 		$11.6M Buy
146,976
+51,494
+54% +$4.27M 0.02% 562
2025
Q4 		$8.32M Buy
95,482
+13,514
+16% +$1.18M 0.01% 677
2025
Q3 		$7.52M Sell
81,968
-31,868
-28% -$2.98M 0.01% 695
2025
Q2 		$11.4M Sell
113,836
-47,399
-29% -$5.06M 0.02% 540
2025
Q1 		$17M Buy
161,235
+51,080
+46% +$4.99M 0.03% 405
2024
Q4 		$8.68M Buy
+110,155
New +$8.54M 0.02% 579

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

Universal-Beteiligungs- und Servicegesellschaft's OKTA Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Okta (OKTA) stake by 13% in Q2 2026, selling an estimated $1.86M and leaving 127,237 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #451.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 127,237 shares of Okta worth $17.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 19,739 Okta shares in Q2 2026, an estimated $1.86M.
  • Okta made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #451 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 556 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.