Vontobel Holding
OKTA icon

Vontobel Holding’s Okta OKTA Stock Holding History

Vontobel Holding’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 		$23.9M Buy
175,189
+38,682
+28% +$3.64M 0.08% 216
2026
Q1 		$10.7M Sell
136,507
-8,298
-6% -$689K 0.04% 260
2025
Q4 		$12.5M Buy
144,805
+64,672
+81% +$5.64M 0.04% 265
2025
Q3 		$7.35M Sell
80,133
-3,907
-5% -$365K 0.02% 308
2025
Q2 		$8.4M Sell
84,040
-111,831
-57% -$11.9M 0.03% 284
2025
Q1 		$20.6M Buy
195,871
+73,840
+61% +$7.21M 0.08% 164
2024
Q4 		$9.62M Sell
122,031
-43,035
-26% -$3.34M 0.03% 229
2024
Q3 		$12.3M Sell
165,066
-23,762
-13% -$2.08M 0.04% 202
2024
Q2 		$17.7M Sell
188,828
-68,726
-27% -$6.51M 0.06% 170
2024
Q1 		$26.9M Sell
257,554
-2,150
-0.8% -$198K 0.22% 114
2023
Q4 		$23.5M Buy
259,704
+64,519
+33% +$4.92M 0.2% 126
2023
Q3 		$15.9M Sell
195,185
-6,480
-3% -$491K 0.15% 151
2023
Q2 		$14M Sell
201,665
-91,166
-31% -$6.92M 0.12% 169
2023
Q1 		$25.3M Buy
292,831
+17,880
+7% +$1.36M 0.24% 107
2022
Q4 		$18M Buy
274,951
+160,485
+140% +$9.16M 0.18% 136
2022
Q3 		$6.51M Buy
114,466
+3,997
+4% +$344K 0.08% 230
2022
Q2 		$10.3M Buy
110,469
+55,604
+101% +$6M 0.11% 161
2022
Q1 		$8.37M Sell
54,865
-276
-0.5% -$49.5K 0.07% 219
2021
Q4 		$12.4M Buy
55,141
+9,929
+22% +$2.37M 0.1% 165
2021
Q3 		$10.7M Buy
45,212
+2,480
+6% +$616K 0.09% 170
2021
Q2 		$10.6M Buy
42,732
+4,319
+11% +$1.04M 0.09% 174
2021
Q1 		$8.47M Buy
38,413
+2,060
+6% +$518K 0.06% 180
2020
Q4 		$10.2M Buy
+36,353
New +$8.64M 0.07% 171

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding's OKTA Position: Q2 2026 in Review

Vontobel Holding increased its Okta (OKTA) stake by 28% in Q2 2026, buying an estimated $3.64M and bringing the position to 175,189 shares worth $23.9M. The position accounts for 0.08% of the portfolio, ranked #216.

Vontobel Holding first reported a position in OKTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.9M in Q1 2024. 417 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Vontobel Holding held 175,189 shares of Okta worth $23.9M as of Q2 2026.
  • Vontobel Holding bought 38,682 Okta shares in Q2 2026, an estimated $3.64M.
  • Okta made up 0.08% of Vontobel Holding's portfolio in Q2 2026, its #216 holding.
  • Vontobel Holding first reported a position in Okta in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Okta position peaked at $26.9M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.