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
Q1 		– Sell
-7,500
Closed -$649K – 1406
2025
Q4 		$649K Buy
7,500
+5,000
+200% +$436K ﹤0.01% 905
2025
Q3 		$229K Buy
+2,500
New +$233K ﹤0.01% 1190

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 $3.38T AUM 44.17% 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

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. 825 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.
  • 825 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.