Zurich Cantonal Bank
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Zurich Cantonal Bank’s Okta OKTA Stock Holding History

Zurich Cantonal Bank’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
-137,515
Closed -$11.9M – 3200
2025
Q4 		$11.9M Buy
+137,515
New +$12M 0.03% 455

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

Zurich Cantonal Bank's OKTA Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Okta (OKTA) stake by 43% in Q2 2026, selling an estimated $7.78M and leaving 110,164 shares worth $15M. The position accounts for 0.03% of the portfolio, ranked #410.

Zurich Cantonal Bank first reported a position in OKTA in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.2M in Q1 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Zurich Cantonal Bank held 110,164 shares of Okta worth $15M as of Q2 2026.
  • Zurich Cantonal Bank sold 82,713 Okta shares in Q2 2026, an estimated $7.78M.
  • Okta made up 0.03% of Zurich Cantonal Bank's portfolio in Q2 2026, its #410 holding.
  • Zurich Cantonal Bank first reported a position in Okta in Q2 2019 and has held it in 28 quarters since.
  • Zurich Cantonal Bank's Okta position peaked at $16.2M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.