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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding's OKTA Position: Q1 2026 in Review

Vontobel Holding reduced its Okta (OKTA) stake by 5.7% in Q1 2026, selling an estimated $689K and leaving 136,507 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #260.

Vontobel Holding first reported a position in OKTA in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.9M in Q1 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Vontobel Holding held 136,507 shares of Okta worth $10.7M as of Q1 2026.
  • Vontobel Holding sold 8,298 Okta shares in Q1 2026, an estimated $689K.
  • Okta made up 0.04% of Vontobel Holding's portfolio in Q1 2026, its #260 holding.
  • Vontobel Holding first reported a position in Okta in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Okta position peaked at $26.9M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.