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Disclosery

UBS Group AG: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on OKTA, newest first. How the timeline and the estimate are built.

UBS Group AG held 4,476,540 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,476,540 shares
    Change vs previous 13F -1,397,759 shares

    0.05% of the 13F portfolio, value $610,823,882.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,415,891 shares
    • UBS Group AG: 2,060,649 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,874,299 shares
    Change vs previous 13F +2,255,945 shares

    0.04% of the 13F portfolio, value $462,366,075.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,473,229 shares
    • UBS Group AG: 3,401,070 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,618,354 shares
    Change vs previous 13F +26,602 shares

    0.03% of the 13F portfolio, value $312,879,071.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,495,389 shares
    • UBS Group AG: 1,122,965 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,591,752 shares
    Change vs previous 13F -240,494 shares

    0.03% of the 13F portfolio, value $329,363,661.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,425,736 shares
    • UBS Group AG: 1,166,016 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,832,246 shares
    Change vs previous 13F +609,740 shares

    0.04% of the 13F portfolio, value $383,109,632.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,462,769 shares
    • UBS Group AG: 1,369,477 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,222,506 shares
    Change vs previous 13F +1,069,274 shares

    0.04% of the 13F portfolio, value $339,072,084.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,748,847 shares
    • UBS Group AG: 473,659 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,153,232 shares
    Change vs previous 13F +174,678 shares

    0.02% of the 13F portfolio, value $169,674,681.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,559,625 shares
    • UBS Group AG: 593,607 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,978,554 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $147,085,706.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,419,249 shares
    • UBS Group AG: 559,305 shares

    Acceptance time not in the bulk data set (spec §4.2).